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
1726
$578 ﹤0.01%
15
1727
$574 ﹤0.01%
5
1728
$573 ﹤0.01%
+7
1729
$572 ﹤0.01%
27
1730
$571 ﹤0.01%
2
1731
$567 ﹤0.01%
40
1732
$567 ﹤0.01%
32
+1
1733
$566 ﹤0.01%
4
-91
1734
$562 ﹤0.01%
25
-70
1735
$560 ﹤0.01%
7
1736
$560 ﹤0.01%
5
-34
1737
$559 ﹤0.01%
32
-69
1738
$558 ﹤0.01%
1,000
1739
$554 ﹤0.01%
26
1740
$553 ﹤0.01%
9
-11
1741
$552 ﹤0.01%
10
-29
1742
$550 ﹤0.01%
15
1743
$550 ﹤0.01%
500
-500
1744
$546 ﹤0.01%
4
-18
1745
$541 ﹤0.01%
6
-9
1746
$540 ﹤0.01%
8
-145
1747
$539 ﹤0.01%
+10
1748
$537 ﹤0.01%
58
-36
1749
$531 ﹤0.01%
+23
1750
$530 ﹤0.01%
10
-23
68 69
70
71 72