We are live on ! Find out more
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
2051
– –
0
2052
– –
-1
2053
– –
-26
2054
– –
-5
2055
– –
-25
2056
– –
-10
2057
– –
-91
2058
– –
-5
2059
– –
-10
2060
– –
-500
2061
– –
-50
2062
– –
-10
2063
– –
-15
2064
– –
-50
2065
– –
-100
2066
– –
-5
2067
– –
-5
2068
– –
-6
2069
– –
-10,839
2070
– –
-5
2071
– –
-159
2072
– –
-1
2073
– –
-8
2074
– –
-141
2075
– –
-5
81 82
83
84 85