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
2051
$199 ﹤0.01%
12
2052
$199 ﹤0.01%
12
2053
$191 ﹤0.01%
4
2054
$189 ﹤0.01%
6
2055
$189 ﹤0.01%
5
-2
2056
$189 ﹤0.01%
2
-1
2057
$184 ﹤0.01%
6
-5
2058
$177 ﹤0.01%
175
-38
2059
$175 ﹤0.01%
13
2060
$174 ﹤0.01%
150
2061
$171 ﹤0.01%
19
2062
$169 ﹤0.01%
1
2063
$168 ﹤0.01%
+1
2064
$164 ﹤0.01%
6
2065
$163 ﹤0.01%
4
-308
2066
$157 ﹤0.01%
18
2067
$157 ﹤0.01%
1
2068
$153 ﹤0.01%
+2
2069
$153 ﹤0.01%
12
2070
$152 ﹤0.01%
+5
2071
$147 ﹤0.01%
12
-18
2072
$145 ﹤0.01%
3
-2
2073
$145 ﹤0.01%
2
2074
$144 ﹤0.01%
6
2075
$142 ﹤0.01%
3
81 82
83
84 85