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
1926
$52 ﹤0.01%
+1
1927
$46 ﹤0.01%
1
-4
1928
$46 ﹤0.01%
+1
1929
$45 ﹤0.01%
2
-49
1930
$44 ﹤0.01%
1
-17
1931
$41 ﹤0.01%
3
1932
$38 ﹤0.01%
+1
1933
$36 ﹤0.01%
19
-262
1934
$35 ﹤0.01%
1
1935
$34 ﹤0.01%
+1
1936
$33 ﹤0.01%
1
-4
1937
– –
0
1938
$32 ﹤0.01%
2
1939
$22 ﹤0.01%
3
1940
$21 ﹤0.01%
5
+2
1941
$19 ﹤0.01%
16
1942
$17 ﹤0.01%
1
1943
– –
0
1944
$7 ﹤0.01%
2
-11
1945
$6 ﹤0.01%
3
1946
– –
0
1947
– –
-703
1948
– –
-500
1949
– –
-50
1950
– –
-3
76 77
78
79 80