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
1951
$472 ﹤0.01%
146
1952
$468 ﹤0.01%
7
1953
$458 ﹤0.01%
3
+2
1954
$449 ﹤0.01%
9
1955
$446 ﹤0.01%
+5
1956
$443 ﹤0.01%
16
-42
1957
$442 ﹤0.01%
4
1958
$440 ﹤0.01%
+2
1959
$435 ﹤0.01%
13
-6
1960
$435 ﹤0.01%
+4
1961
$433 ﹤0.01%
12
+10
1962
$432 ﹤0.01%
+3
1963
$430 ﹤0.01%
30
1964
$430 ﹤0.01%
+129
1965
$425 ﹤0.01%
+5
1966
$424 ﹤0.01%
+22
1967
$422 ﹤0.01%
10
-256
1968
$421 ﹤0.01%
21
+4
1969
$421 ﹤0.01%
+9
1970
$420 ﹤0.01%
1
-2
1971
$417 ﹤0.01%
+5
1972
$414 ﹤0.01%
12
+4
1973
$406 ﹤0.01%
24
-12
1974
$405 ﹤0.01%
3
1975
$400 ﹤0.01%
22
77 78
79
80 81