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
1976
$398 ﹤0.01%
+12
1977
$396 ﹤0.01%
9
1978
$395 ﹤0.01%
+13
1979
$394 ﹤0.01%
2
+1
1980
$393 ﹤0.01%
30
1981
$392 ﹤0.01%
10
-118
1982
$391 ﹤0.01%
8
+5
1983
$388 ﹤0.01%
+5
1984
$386 ﹤0.01%
+4
1985
$383 ﹤0.01%
6
+1
1986
$383 ﹤0.01%
29
1987
$375 ﹤0.01%
16
-9
1988
$375 ﹤0.01%
2
-301
1989
$369 ﹤0.01%
1
1990
$368 ﹤0.01%
+3
1991
$366 ﹤0.01%
+4
1992
$360 ﹤0.01%
4
-7
1993
$359 ﹤0.01%
25
1994
$358 ﹤0.01%
+10
1995
$358 ﹤0.01%
9
1996
$356 ﹤0.01%
9
1997
$350 ﹤0.01%
+3
1998
$350 ﹤0.01%
10
1999
$345 ﹤0.01%
+7
2000
$338 ﹤0.01%
8
+7
78 79
80
81 82