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
1601
$2.01K ﹤0.01%
500
1602
$2K ﹤0.01%
75
1603
$2K ﹤0.01%
95
-28
1604
$1.98K ﹤0.01%
42
-1,531
1605
$1.95K ﹤0.01%
8
-3
1606
$1.94K ﹤0.01%
190
1607
$1.91K ﹤0.01%
75
-45
1608
$1.91K ﹤0.01%
91
1609
$1.9K ﹤0.01%
39
1610
$1.89K ﹤0.01%
23
-137
1611
$1.89K ﹤0.01%
18
+6
1612
$1.86K ﹤0.01%
35
1613
$1.74K ﹤0.01%
+49
1614
$1.72K ﹤0.01%
12
-72
1615
$1.71K ﹤0.01%
19
1616
$1.69K ﹤0.01%
20
1617
$1.69K ﹤0.01%
50
-7
1618
$1.68K ﹤0.01%
+5
1619
$1.68K ﹤0.01%
53
1620
$1.67K ﹤0.01%
78
-714
1621
$1.64K ﹤0.01%
55
1622
$1.64K ﹤0.01%
140
1623
$1.62K ﹤0.01%
107
-154
1624
$1.62K ﹤0.01%
200
1625
$1.6K ﹤0.01%
1,033
63 64
65
66 67