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
2101
$68 ﹤0.01%
+2
2102
$66 ﹤0.01%
20
2103
$60 ﹤0.01%
+11
2104
$58 ﹤0.01%
3
-23
2105
$58 ﹤0.01%
3
-18
2106
$57 ﹤0.01%
13
+8
2107
$56 ﹤0.01%
+26
2108
$56 ﹤0.01%
61
+1
2109
$55 ﹤0.01%
10
2110
$53 ﹤0.01%
1
2111
$53 ﹤0.01%
7
2112
$51 ﹤0.01%
1
2113
$50 ﹤0.01%
2
-3
2114
$50 ﹤0.01%
+2
2115
$49 ﹤0.01%
2
2116
$48 ﹤0.01%
+2
2117
$47 ﹤0.01%
+2
2118
$47 ﹤0.01%
+2
2119
$46 ﹤0.01%
1
-14
2120
$44 ﹤0.01%
2
2121
$43 ﹤0.01%
2
2122
$43 ﹤0.01%
4
-5
2123
$40 ﹤0.01%
14
2124
$35 ﹤0.01%
3
2125
$35 ﹤0.01%
1
83 84
85
86 87