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
1851
$234 ﹤0.01%
1
-14
1852
$232 ﹤0.01%
19
1853
$230 ﹤0.01%
1
1854
$226 ﹤0.01%
12
1855
$220 ﹤0.01%
12
1856
$218 ﹤0.01%
+5
1857
$215 ﹤0.01%
+3
1858
$213 ﹤0.01%
+1
1859
$212 ﹤0.01%
2
-8
1860
$210 ﹤0.01%
206
-1,880
1861
$210 ﹤0.01%
+5
1862
$209 ﹤0.01%
+2
1863
$206 ﹤0.01%
8
1864
$192 ﹤0.01%
7
1865
$192 ﹤0.01%
13
-15
1866
$191 ﹤0.01%
150
-405
1867
$189 ﹤0.01%
50
1868
$188 ﹤0.01%
+6
1869
$186 ﹤0.01%
+9
1870
$181 ﹤0.01%
1
1871
$180 ﹤0.01%
6
-39
1872
$180 ﹤0.01%
+1
1873
$175 ﹤0.01%
1
-77
1874
$174 ﹤0.01%
6
-120
1875
$173 ﹤0.01%
+3
73 74
75
76 77