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
1476
$4.28K ﹤0.01%
48
-12
1477
$4.26K ﹤0.01%
39
1478
$4.26K ﹤0.01%
37
1479
$4.24K ﹤0.01%
84
-6,971
1480
$4.23K ﹤0.01%
32
-69
1481
$4.2K ﹤0.01%
292
-2
1482
$4.16K ﹤0.01%
100
1483
$4.12K ﹤0.01%
+22
1484
$4.11K ﹤0.01%
23
-6
1485
$4.07K ﹤0.01%
+500
1486
$4.06K ﹤0.01%
+50
1487
$4.05K ﹤0.01%
231
+4
1488
$4K ﹤0.01%
19
-3
1489
$3.99K ﹤0.01%
3,001
-52,930
1490
$3.96K ﹤0.01%
108
1491
$3.93K ﹤0.01%
24
-8
1492
$3.91K ﹤0.01%
139
-487
1493
$3.89K ﹤0.01%
108
-5
1494
$3.87K ﹤0.01%
137
1495
$3.85K ﹤0.01%
88
1496
$3.81K ﹤0.01%
30
-382
1497
$3.78K ﹤0.01%
57
-30
1498
$3.74K ﹤0.01%
15
-19
1499
$3.74K ﹤0.01%
32
-12
1500
$3.73K ﹤0.01%
75
58 59
60
61 62