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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
2101
– –
-49
2102
– –
-177
2103
– –
-12
2104
– –
-40
2105
– –
-135
2106
– –
-11
2107
– –
-27
2108
– –
-22
2109
– –
-1,000
2110
– –
-273
2111
– –
-60
2112
– –
-45
2113
– –
-31
2114
– –
-38
2115
– –
-659
2116
– –
-927
2117
– –
-829
2118
– –
-40
2119
– –
-55
2120
– –
-16
2121
– –
-249
2122
– –
-1,083
2123
– –
-41
2124
– –
-1,500
2125
– –
-186
83 84
85
86 87