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
1451
$5.07K ﹤0.01%
280
+30
1452
$5.04K ﹤0.01%
53
1453
$5.02K ﹤0.01%
168
1454
$5.01K ﹤0.01%
70
-39
1455
$5.01K ﹤0.01%
85
-66
1456
$4.99K ﹤0.01%
47
1457
$4.96K ﹤0.01%
+250
1458
$4.92K ﹤0.01%
50
-22
1459
$4.88K ﹤0.01%
51
-13
1460
$4.86K ﹤0.01%
174
1461
$4.79K ﹤0.01%
46
1462
$4.77K ﹤0.01%
9
-3
1463
$4.73K ﹤0.01%
40
-100
1464
$4.69K ﹤0.01%
52
1465
$4.68K ﹤0.01%
300
-57
1466
$4.67K ﹤0.01%
25
1467
$4.65K ﹤0.01%
115
1468
$4.64K ﹤0.01%
200
1469
$4.63K ﹤0.01%
128
+10
1470
$4.63K ﹤0.01%
162
1471
$4.58K ﹤0.01%
+200
1472
$4.57K ﹤0.01%
76
+2
1473
$4.46K ﹤0.01%
147
+100
1474
$4.43K ﹤0.01%
31
+21
1475
$4.32K ﹤0.01%
57
+20
57 58
59
60 61