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
2026
$267 ﹤0.01%
5
2027
$265 ﹤0.01%
8
-5
2028
$264 ﹤0.01%
+2
2029
$260 ﹤0.01%
4
+1
2030
$259 ﹤0.01%
4
+2
2031
$250 ﹤0.01%
13
-25
2032
$248 ﹤0.01%
+2
2033
$247 ﹤0.01%
3
-2
2034
$245 ﹤0.01%
9
-16
2035
$242 ﹤0.01%
110
2036
$239 ﹤0.01%
9
+6
2037
$239 ﹤0.01%
+6
2038
$233 ﹤0.01%
2
+1
2039
$228 ﹤0.01%
2
2040
$227 ﹤0.01%
+3
2041
$226 ﹤0.01%
+1
2042
$224 ﹤0.01%
8
2043
$222 ﹤0.01%
+13
2044
$218 ﹤0.01%
+1
2045
$216 ﹤0.01%
+1
2046
$215 ﹤0.01%
11
-14
2047
$202 ﹤0.01%
1
-50
2048
$202 ﹤0.01%
2
+1
2049
$201 ﹤0.01%
+2
2050
$200 ﹤0.01%
11
+5
80 81
82
83 84