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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
+$13.1M
2
+$5.65M
3
+$4.64M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$4.44M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.23M

Top Sells

1
+$61.7M
2
+$59.8M
3
+$14.9M
4
ORCL icon
Oracle
ORCL
+$7.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.17M

Sector Composition

1 Technology 8.95%
2 Financials 4.65%
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
1951
– –
-52,500
1952
– –
-21,320
1953
– –
-8,884
1954
– –
-12,189
1955
– –
-17,764
1956
– –
-2,291
1957
– –
-2,000
1958
– –
-5
1959
– –
-6
1960
– –
-52
1961
– –
-92
1962
– –
-45
1963
– –
-1
1964
– –
-109
1965
– –
-25
1966
– –
0
1967
– –
-703
1968
– –
-3
1969
– –
-10,676
1970
– –
-1,482
1971
– –
-43
1972
– –
-10
1973
– –
-22
1974
– –
-15
1975
– –
-34
77 78
79
80 81