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
1626
$1.6K ﹤0.01%
58
-12
1627
$1.57K ﹤0.01%
50
+2
1628
$1.56K ﹤0.01%
415
-9
1629
$1.55K ﹤0.01%
12
-12
1630
$1.51K ﹤0.01%
66
1631
$1.5K ﹤0.01%
5
-1
1632
$1.5K ﹤0.01%
45
-5
1633
$1.49K ﹤0.01%
44
1634
$1.44K ﹤0.01%
42
1635
$1.44K ﹤0.01%
38
-43
1636
$1.44K ﹤0.01%
15
+4
1637
$1.4K ﹤0.01%
+100
1638
$1.4K ﹤0.01%
9
-42
1639
$1.4K ﹤0.01%
48
1640
$1.4K ﹤0.01%
32
-18
1641
$1.39K ﹤0.01%
12
-22
1642
$1.39K ﹤0.01%
15
-22
1643
$1.36K ﹤0.01%
150
1644
$1.35K ﹤0.01%
18
-50
1645
$1.34K ﹤0.01%
550
1646
$1.33K ﹤0.01%
150
1647
$1.33K ﹤0.01%
47
1648
$1.3K ﹤0.01%
101
1649
$1.29K ﹤0.01%
4
-12
1650
$1.29K ﹤0.01%
7
-6
64 65
66
67 68