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
1676
$922 ﹤0.01%
98
+47
1677
$921 ﹤0.01%
100
1678
$920 ﹤0.01%
500
1679
$914 ﹤0.01%
119
1680
$888 ﹤0.01%
8
1681
$863 ﹤0.01%
2
1682
$852 ﹤0.01%
25
1683
$851 ﹤0.01%
17
-252
1684
$848 ﹤0.01%
25
-40
1685
$841 ﹤0.01%
16
-21
1686
$815 ﹤0.01%
4
1687
$810 ﹤0.01%
+20
1688
$805 ﹤0.01%
+350
1689
$789 ﹤0.01%
5
1690
$775 ﹤0.01%
+3
1691
$771 ﹤0.01%
38
-188
1692
$760 ﹤0.01%
8
1693
$759 ﹤0.01%
40
-5
1694
$739 ﹤0.01%
660
-980
1695
$734 ﹤0.01%
9
-15
1696
$724 ﹤0.01%
7
-4
1697
$716 ﹤0.01%
19
+11
1698
$714 ﹤0.01%
7
-20
1699
$709 ﹤0.01%
29
1700
$706 ﹤0.01%
3
-8
66 67
68
69 70