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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
1976
– –
-2
1977
– –
-2,170
1978
– –
-3,758
1979
– –
-185
1980
– –
-18
1981
– –
-2
1982
– –
-1,034
1983
– –
-1,839
1984
– –
-444
1985
– –
-280
1986
– –
-593
1987
– –
-30
1988
– –
-22
1989
– –
-24
1990
– –
-181
1991
– –
-35
1992
– –
-250
1993
– –
-8
1994
– –
-102
1995
– –
-1,978
1996
– –
-20
1997
– –
-614
1998
– –
-500
1999
– –
-11
2000
– –
-5
78 79
80
81 82