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
$1.35B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,243
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.66M
3
+$6.46M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$5.86M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.17M

Top Sells

1
+$1.65M
2
+$1.56M
3
+$938K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$847K
5
CSX icon
CSX Corp
CSX
+$826K

Sector Composition

1 Technology 7.12%
2 Financials 4.59%
3 Industrials 3.67%
4 Healthcare 3.46%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$577 ﹤0.01%
18
-200
1927
$570 ﹤0.01%
18
+1
1928
$565 ﹤0.01%
13
+3
1929
$561 ﹤0.01%
11
1930
$558 ﹤0.01%
8
+1
1931
$556 ﹤0.01%
9
-39
1932
$538 ﹤0.01%
7
+1
1933
$534 ﹤0.01%
7
+1
1934
$534 ﹤0.01%
233
1935
$533 ﹤0.01%
2
1936
$530 ﹤0.01%
5
+1
1937
$528 ﹤0.01%
40
1938
$521 ﹤0.01%
7
+2
1939
$518 ﹤0.01%
30
1940
$517 ﹤0.01%
14
+13
1941
$516 ﹤0.01%
10
1942
$513 ﹤0.01%
8
1943
$511 ﹤0.01%
9
+5
1944
$510 ﹤0.01%
33
1945
$501 ﹤0.01%
33
+1
1946
$493 ﹤0.01%
12
1947
$486 ﹤0.01%
32
+1
1948
$482 ﹤0.01%
11
1949
$474 ﹤0.01%
72
1950
$472 ﹤0.01%
+9
76 77
78
79 80