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
1551
$2.7K ﹤0.01%
25
1552
$2.69K ﹤0.01%
47
-54
1553
$2.69K ﹤0.01%
62
1554
$2.67K ﹤0.01%
36
-10
1555
$2.67K ﹤0.01%
41
-219
1556
$2.66K ﹤0.01%
24
-32
1557
$2.64K ﹤0.01%
218
+208
1558
$2.63K ﹤0.01%
100
1559
$2.62K ﹤0.01%
54
+16
1560
$2.6K ﹤0.01%
15
-6
1561
$2.58K ﹤0.01%
32
-284
1562
$2.54K ﹤0.01%
10
-223
1563
$2.52K ﹤0.01%
72
-75
1564
$2.46K ﹤0.01%
23
-1
1565
$2.45K ﹤0.01%
2
-4
1566
$2.44K ﹤0.01%
99
1567
$2.44K ﹤0.01%
36
-120
1568
$2.43K ﹤0.01%
300
1569
$2.42K ﹤0.01%
16
-29
1570
$2.41K ﹤0.01%
50
1571
$2.4K ﹤0.01%
17
1572
$2.39K ﹤0.01%
59
+3
1573
$2.38K ﹤0.01%
86
-77
1574
$2.37K ﹤0.01%
18
-32
1575
$2.37K ﹤0.01%
15
-6
61 62
63
64 65