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
1576
$2.36K ﹤0.01%
21
1577
$2.35K ﹤0.01%
49
-5
1578
$2.29K ﹤0.01%
+100
1579
$2.28K ﹤0.01%
25
-9
1580
$2.27K ﹤0.01%
29
-27
1581
$2.26K ﹤0.01%
100
-5
1582
$2.25K ﹤0.01%
58
-25
1583
$2.23K ﹤0.01%
29
-117
1584
$2.22K ﹤0.01%
283
1585
$2.22K ﹤0.01%
148
+5
1586
$2.22K ﹤0.01%
17
1587
$2.2K ﹤0.01%
46
1588
$2.2K ﹤0.01%
33
-27
1589
$2.18K ﹤0.01%
257
-5
1590
$2.15K ﹤0.01%
62
+28
1591
$2.15K ﹤0.01%
16
-34
1592
$2.13K ﹤0.01%
230
1593
$2.12K ﹤0.01%
28
+5
1594
$2.06K ﹤0.01%
30
1595
$2.06K ﹤0.01%
618
-1,000
1596
$2.05K ﹤0.01%
+113
1597
$2.05K ﹤0.01%
64
-143
1598
$2.04K ﹤0.01%
375
1599
$2.03K ﹤0.01%
6
-8
1600
$2.01K ﹤0.01%
15
62 63
64
65 66