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
1426
$5.99K ﹤0.01%
253
-100
1427
$5.96K ﹤0.01%
+70
1428
$5.93K ﹤0.01%
257
+16
1429
$5.92K ﹤0.01%
10
-12
1430
$5.87K ﹤0.01%
108
-29
1431
$5.85K ﹤0.01%
45
1432
$5.76K ﹤0.01%
100
-182
1433
$5.75K ﹤0.01%
100
-5
1434
$5.68K ﹤0.01%
40
-13
1435
$5.66K ﹤0.01%
93
+6
1436
$5.61K ﹤0.01%
53
+3
1437
$5.49K ﹤0.01%
2,143
-750
1438
$5.46K ﹤0.01%
96
1439
$5.42K ﹤0.01%
44
-8
1440
$5.41K ﹤0.01%
60
+6
1441
$5.41K ﹤0.01%
104
1442
$5.38K ﹤0.01%
40
-27
1443
$5.37K ﹤0.01%
128
+8
1444
$5.35K ﹤0.01%
142
1445
$5.3K ﹤0.01%
48
-156
1446
$5.23K ﹤0.01%
40
-11
1447
$5.15K ﹤0.01%
100
1448
$5.13K ﹤0.01%
56
-269
1449
$5.11K ﹤0.01%
106
-38
1450
$5.08K ﹤0.01%
100
56 57
58
59 60