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
1651
$1.29K ﹤0.01%
30
1652
$1.27K ﹤0.01%
15
-10
1653
$1.27K ﹤0.01%
27
+6
1654
$1.25K ﹤0.01%
39
-30
1655
$1.24K ﹤0.01%
3
-22
1656
$1.23K ﹤0.01%
89
1657
$1.22K ﹤0.01%
27
1658
$1.2K ﹤0.01%
265
1659
$1.16K ﹤0.01%
12
1660
$1.15K ﹤0.01%
5
-4
1661
$1.14K ﹤0.01%
4
1662
$1.13K ﹤0.01%
230
+30
1663
$1.12K ﹤0.01%
18
-10
1664
$1.11K ﹤0.01%
12
-8
1665
$1.1K ﹤0.01%
5
-4
1666
$1.09K ﹤0.01%
10
-91
1667
$1.08K ﹤0.01%
12
+4
1668
$1.07K ﹤0.01%
33
1669
$1.06K ﹤0.01%
233
1670
$1.02K ﹤0.01%
+11
1671
$995 ﹤0.01%
54
1672
$991 ﹤0.01%
92
+34
1673
$965 ﹤0.01%
10
-50
1674
$936 ﹤0.01%
22
+8
1675
$930 ﹤0.01%
26
+1
65 66
67
68 69