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
1751
$524 ﹤0.01%
26
+16
1752
$522 ﹤0.01%
8
1753
$515 ﹤0.01%
11
1754
$506 ﹤0.01%
2
-1
1755
$505 ﹤0.01%
31
+1
1756
$504 ﹤0.01%
+18
1757
$503 ﹤0.01%
+2
1758
$501 ﹤0.01%
+6
1759
$499 ﹤0.01%
+13
1760
$499 ﹤0.01%
+4
1761
$496 ﹤0.01%
7
1762
$492 ﹤0.01%
+17
1763
$491 ﹤0.01%
6
-15
1764
$488 ﹤0.01%
9
-27
1765
$486 ﹤0.01%
100
1766
$478 ﹤0.01%
30
1767
$478 ﹤0.01%
33
1768
$475 ﹤0.01%
3
-13
1769
$466 ﹤0.01%
2
-3
1770
$463 ﹤0.01%
22
-3
1771
$458 ﹤0.01%
+4
1772
$451 ﹤0.01%
88
-294
1773
$450 ﹤0.01%
8
-12
1774
$449 ﹤0.01%
3
-25
1775
$449 ﹤0.01%
8
-1
69 70
71
72 73