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
126
$2.1M 0.18%
5,392
+1,424
127
$2.1M 0.18%
23,204
+90
128
$2.1M 0.18%
6,314
-612
129
$2.05M 0.17%
40,865
+29,155
130
$2.04M 0.17%
5,664
-217
131
$2.03M 0.17%
8,985
-7,063
132
$2.01M 0.17%
5,547
-571
133
$2.01M 0.17%
29,559
+223
134
$2M 0.17%
+18,891
135
$1.99M 0.17%
58,343
+15,517
136
$1.97M 0.16%
34,807
-1,415
137
$1.93M 0.16%
45,687
+750
138
$1.92M 0.16%
38,146
-7,530
139
$1.89M 0.16%
51,945
-10,322
140
$1.89M 0.16%
23,969
-1,855
141
$1.88M 0.16%
10,741
+1,061
142
$1.85M 0.16%
22,036
+1,897
143
$1.85M 0.15%
46,159
-7,321
144
$1.83M 0.15%
40,658
+3,958
145
$1.82M 0.15%
7,733
+156
146
$1.82M 0.15%
2,357
-841
147
$1.82M 0.15%
32,254
+7,142
148
$1.79M 0.15%
12,490
-1,522
149
$1.77M 0.15%
6,652
+120
150
$1.77M 0.15%
65,694
+26,149
4 5
6
7 8