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
$1.35B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,243
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.66M
3
+$6.46M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$5.86M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.17M

Top Sells

1
+$1.65M
2
+$1.56M
3
+$938K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$847K
5
CSX icon
CSX Corp
CSX
+$826K

Sector Composition

1 Technology 7.12%
2 Financials 4.59%
3 Industrials 3.67%
4 Healthcare 3.46%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.41M 0.18%
27,476
+4,272
127
$2.4M 0.18%
18,108
-673
128
$2.39M 0.18%
+49,114
129
$2.39M 0.18%
+169,280
130
$2.38M 0.18%
+100,948
131
$2.38M 0.18%
46,540
+2,775
132
$2.37M 0.18%
25,000
+24,975
133
$2.37M 0.18%
10,716
+8
134
$2.35M 0.17%
+47,075
135
$2.35M 0.17%
14,033
-1,901
136
$2.33M 0.17%
103,644
+30,202
137
$2.32M 0.17%
18,453
+167
138
$2.32M 0.17%
108,264
+29,404
139
$2.29M 0.17%
85,555
+19,861
140
$2.29M 0.17%
62,947
+4,604
141
$2.23M 0.17%
30,211
+652
142
$2.22M 0.16%
21,059
-15,669
143
$2.22M 0.16%
43,350
+726
144
$2.2M 0.16%
11,806
-135
145
$2.2M 0.16%
+170,854
146
$2.18M 0.16%
61,104
-58
147
$2.17M 0.16%
46,815
-558
148
$2.15M 0.16%
35,286
+479
149
$2.12M 0.16%
18,046
-315
150
$2.11M 0.16%
26,793
+2,824
4 5
6
7 8