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
176
$1.36M 0.11%
15,255
-2,531
177
$1.36M 0.11%
52,030
+1,450
178
$1.35M 0.11%
5,019
-14
179
$1.34M 0.11%
13,229
-61,832
180
$1.33M 0.11%
26,351
-406
181
$1.32M 0.11%
8,652
-209
182
$1.29M 0.11%
33,644
-145
183
$1.28M 0.11%
38,498
+3,475
184
$1.27M 0.11%
4,381
-1,199
185
$1.26M 0.11%
17,632
-278
186
$1.26M 0.11%
2,533
-562
187
$1.26M 0.11%
21,515
-921
188
$1.25M 0.1%
37,486
+605
189
$1.23M 0.1%
3,821
+168
190
$1.23M 0.1%
7,574
-229
191
$1.2M 0.1%
15,867
-1,035
192
$1.19M 0.1%
6,179
-460
193
$1.19M 0.1%
49,561
+3,515
194
$1.15M 0.1%
43,271
-2,005
195
$1.12M 0.09%
10,155
196
$1.11M 0.09%
3,279
-24
197
$1.11M 0.09%
17,725
-20,220
198
$1.11M 0.09%
5,759
+400
199
$1.11M 0.09%
86,034
+20,726
200
$1.1M 0.09%
35,298
+13,863
6 7
8
9 10