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
1951
– –
-5
1952
– –
-10,676
1953
– –
-1,482
1954
– –
-43
1955
– –
-10
1956
– –
-22
1957
– –
-60
1958
– –
-8
1959
– –
-15
1960
– –
-1,206
1961
– –
-34
1962
– –
-2
1963
– –
-5
1964
– –
-2,170
1965
– –
-3,758
1966
– –
-185
1967
– –
-18
1968
– –
-2
1969
– –
-1,034
1970
– –
-1,839
1971
– –
-444
1972
– –
-280
1973
– –
-593
1974
– –
-30
1975
– –
-807
77 78
79
80 81