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
1826
$311 ﹤0.01%
+3
1827
$306 ﹤0.01%
+3
1828
$298 ﹤0.01%
+8
1829
$291 ﹤0.01%
29
1830
$289 ﹤0.01%
23
1831
$286 ﹤0.01%
50
1832
$284 ﹤0.01%
3
-443
1833
$280 ﹤0.01%
5
-19
1834
$280 ﹤0.01%
52
-9
1835
$272 ﹤0.01%
12
1836
$269 ﹤0.01%
4
-11
1837
$265 ﹤0.01%
20
1838
$264 ﹤0.01%
+2
1839
$262 ﹤0.01%
+6
1840
$258 ﹤0.01%
1
1841
$258 ﹤0.01%
18
1842
$257 ﹤0.01%
4
1843
$255 ﹤0.01%
+5
1844
$252 ﹤0.01%
2
-7
1845
$252 ﹤0.01%
2
+1
1846
$246 ﹤0.01%
5
-87
1847
$243 ﹤0.01%
2
-134
1848
$240 ﹤0.01%
12
+1
1849
$239 ﹤0.01%
+1
1850
$237 ﹤0.01%
1
-1
72 73
74
75 76