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
2076
$141 ﹤0.01%
+3
2077
$136 ﹤0.01%
2
2078
$135 ﹤0.01%
206
2079
$134 ﹤0.01%
2
-3
2080
$131 ﹤0.01%
2
-6
2081
$127 ﹤0.01%
1
2082
$122 ﹤0.01%
1
-5
2083
$119 ﹤0.01%
18
+1
2084
$115 ﹤0.01%
3
2085
$113 ﹤0.01%
13
2086
$113 ﹤0.01%
5
2087
$112 ﹤0.01%
+9
2088
$109 ﹤0.01%
+8
2089
$101 ﹤0.01%
+1
2090
$92 ﹤0.01%
1
-4
2091
$91 ﹤0.01%
3
+2
2092
$89 ﹤0.01%
+3
2093
$87 ﹤0.01%
+5
2094
$87 ﹤0.01%
3
2095
$83 ﹤0.01%
+5
2096
$81 ﹤0.01%
60
2097
$81 ﹤0.01%
5
2098
$80 ﹤0.01%
1
-5
2099
$76 ﹤0.01%
11
2100
$75 ﹤0.01%
35
82 83
84
85 86