AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,295
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.56M
3
+$4.58M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$4.21M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.2M

Top Sells

1
+$61.7M
2
+$59.5M
3
+$15.1M
4
ORCL icon
Oracle
ORCL
+$6.86M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.28M

Sector Composition

1 Technology 8.97%
2 Financials 4.62%
3 Industrials 4.25%
4 Healthcare 3.47%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$7.25K ﹤0.01%
100
1377
$7.22K ﹤0.01%
414
-70
1378
$7.22K ﹤0.01%
1,655
+669
1379
$7.18K ﹤0.01%
558
+48
1380
$7.15K ﹤0.01%
100
1381
$7.12K ﹤0.01%
225
1382
$7.07K ﹤0.01%
232
-188
1383
$7K ﹤0.01%
246
+5
1384
$6.98K ﹤0.01%
155
-45
1385
$6.97K ﹤0.01%
1,573
+263
1386
$6.96K ﹤0.01%
162
+91
1387
$6.95K ﹤0.01%
295
-120
1388
$6.85K ﹤0.01%
695
1389
$6.83K ﹤0.01%
403
1390
$6.8K ﹤0.01%
16
1391
$6.74K ﹤0.01%
54
1392
$6.73K ﹤0.01%
98
-1,004
1393
$6.72K ﹤0.01%
247
-277
1394
$6.72K ﹤0.01%
293
1395
$6.7K ﹤0.01%
155
1396
$6.7K ﹤0.01%
320
1397
$6.69K ﹤0.01%
308
1398
$6.67K ﹤0.01%
266
1399
$6.67K ﹤0.01%
259
1400
$6.64K ﹤0.01%
+61
54 55
56
57 58