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
176
$1.69M 0.13%
65,108
-2,459
177
$1.68M 0.12%
28,670
+527
178
$1.65M 0.12%
8,333
+7,917
179
$1.64M 0.12%
18,099
+2,844
180
$1.64M 0.12%
40,191
-467
181
$1.63M 0.12%
5,651
+1,270
182
$1.59M 0.12%
6,399
+218
183
$1.58M 0.12%
21,510
+196
184
$1.57M 0.12%
5,794
-520
185
$1.57M 0.12%
7,181
+6,406
186
$1.56M 0.12%
8,196
+810
187
$1.56M 0.12%
6,674
+258
188
$1.53M 0.11%
59,129
-5,383
189
$1.49M 0.11%
18,570
-82
190
$1.48M 0.11%
16,176
+213
191
$1.47M 0.11%
40,634
+2,136
192
$1.43M 0.11%
15,921
-1,594
193
$1.4M 0.1%
19,652
+422
194
$1.39M 0.1%
4,536
+715
195
$1.39M 0.1%
9,907
+1,493
196
$1.37M 0.1%
9,778
+955
197
$1.37M 0.1%
9,794
-2,900
198
$1.35M 0.1%
15,939
+72
199
$1.34M 0.1%
34,095
+451
200
$1.34M 0.1%
70,553
-1,210
6 7
8
9 10