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
1526
$3.09K ﹤0.01%
31
-81
1527
$3.07K ﹤0.01%
21
-5
1528
$3.07K ﹤0.01%
279
+6
1529
$3.06K ﹤0.01%
22
-12
1530
$3.05K ﹤0.01%
247
1531
$3.04K ﹤0.01%
65
1532
$3.03K ﹤0.01%
28
+3
1533
$3.02K ﹤0.01%
69
-62
1534
$2.98K ﹤0.01%
411
1535
$2.96K ﹤0.01%
+27
1536
$2.96K ﹤0.01%
35
-11
1537
$2.95K ﹤0.01%
68
-45
1538
$2.94K ﹤0.01%
14
-110
1539
$2.91K ﹤0.01%
26
-2
1540
$2.9K ﹤0.01%
26
+3
1541
$2.89K ﹤0.01%
60
-251
1542
$2.85K ﹤0.01%
305
1543
$2.83K ﹤0.01%
+41
1544
$2.83K ﹤0.01%
500
-270
1545
$2.78K ﹤0.01%
300
1546
$2.77K ﹤0.01%
89
-65
1547
$2.77K ﹤0.01%
165
1548
$2.76K ﹤0.01%
+200
1549
$2.73K ﹤0.01%
300
1550
$2.71K ﹤0.01%
101
-533
60 61
62
63 64