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
1401
$6.64K ﹤0.01%
115
1402
$6.58K ﹤0.01%
213
1403
$6.58K ﹤0.01%
41
-16
1404
$6.57K ﹤0.01%
150
1405
$6.54K ﹤0.01%
70
-13
1406
$6.53K ﹤0.01%
20
-18
1407
$6.53K ﹤0.01%
750
-81
1408
$6.5K ﹤0.01%
118
-236
1409
$6.49K ﹤0.01%
31
-6
1410
$6.43K ﹤0.01%
852
+91
1411
$6.34K ﹤0.01%
217
-558
1412
$6.34K ﹤0.01%
35
-17
1413
$6.29K ﹤0.01%
32
-4
1414
$6.28K ﹤0.01%
+346
1415
$6.27K ﹤0.01%
107
-322
1416
$6.24K ﹤0.01%
116
-23
1417
$6.2K ﹤0.01%
33
-9
1418
$6.19K ﹤0.01%
43
+13
1419
$6.18K ﹤0.01%
162
-182
1420
$6.18K ﹤0.01%
198
-13
1421
$6.15K ﹤0.01%
185
1422
$6.14K ﹤0.01%
266
1423
$6.09K ﹤0.01%
10
-18
1424
$6.03K ﹤0.01%
51
-5
1425
$6K ﹤0.01%
41
-13
55 56
57
58 59