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
1876
$172 ﹤0.01%
4
-14
1877
$168 ﹤0.01%
110
1878
$164 ﹤0.01%
60
+28
1879
$158 ﹤0.01%
13
1880
$151 ﹤0.01%
3
-2
1881
$150 ﹤0.01%
+1
1882
$149 ﹤0.01%
+3
1883
$146 ﹤0.01%
8
-67
1884
$144 ﹤0.01%
1
-201
1885
$142 ﹤0.01%
1
-7
1886
$142 ﹤0.01%
2
1887
$138 ﹤0.01%
+2
1888
$136 ﹤0.01%
1
-59
1889
$135 ﹤0.01%
5
-65
1890
$134 ﹤0.01%
+1
1891
$134 ﹤0.01%
17
1892
$133 ﹤0.01%
3
-46
1893
$133 ﹤0.01%
+6
1894
$132 ﹤0.01%
3
1895
$131 ﹤0.01%
7
1896
$130 ﹤0.01%
35
-39
1897
$129 ﹤0.01%
3
-38
1898
$128 ﹤0.01%
60
-725
1899
$126 ﹤0.01%
9
1900
$120 ﹤0.01%
4
-128
74 75
76
77 78