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
2126
– –
-9
2127
– –
-5
2128
– –
0
2129
– –
-35
2130
– –
-36
2131
– –
-3,453
2132
– –
-45
2133
– –
-90
2134
– –
-766
2135
– –
-133
2136
– –
-451
2137
– –
-476
2138
– –
-10,000
2139
– –
-258
2140
– –
-1,142
2141
– –
-292
2142
– –
-38
2143
– –
-525
2144
– –
-20
2145
– –
-546,218
2146
– –
-15
2147
– –
-450
2148
– –
-52
2149
– –
-36
2150
– –
-1
84 85
86
87 88