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
1501
$3.68K ﹤0.01%
59
+1
1502
$3.66K ﹤0.01%
1,068
1503
$3.66K ﹤0.01%
+115
1504
$3.63K ﹤0.01%
157
1505
$3.63K ﹤0.01%
650
+250
1506
$3.59K ﹤0.01%
49
+2
1507
$3.57K ﹤0.01%
23
+1
1508
$3.57K ﹤0.01%
36
1509
$3.55K ﹤0.01%
330
-226
1510
$3.52K ﹤0.01%
5
-19
1511
$3.47K ﹤0.01%
26
+1
1512
$3.46K ﹤0.01%
14
-84
1513
$3.46K ﹤0.01%
48
-11
1514
$3.45K ﹤0.01%
2,850
+350
1515
$3.43K ﹤0.01%
30
1516
$3.43K ﹤0.01%
15
-12
1517
$3.38K ﹤0.01%
+37
1518
$3.38K ﹤0.01%
60
-93
1519
$3.35K ﹤0.01%
1,200
1520
$3.32K ﹤0.01%
232
-1,350
1521
$3.27K ﹤0.01%
129
-32
1522
$3.22K ﹤0.01%
36
+4
1523
$3.22K ﹤0.01%
+132
1524
$3.11K ﹤0.01%
+50
1525
$3.1K ﹤0.01%
1,184
+256
59 60
61
62 63