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
201
$1.34M 0.1%
14,421
+1,192
202
$1.34M 0.1%
29,961
-2,212
203
$1.32M 0.1%
21,749
+234
204
$1.31M 0.1%
6,246
+593
205
$1.31M 0.1%
2,570
+37
206
$1.28M 0.09%
7,943
+369
207
$1.27M 0.09%
8,480
-172
208
$1.27M 0.09%
13,286
+1,402
209
$1.25M 0.09%
20,863
+850
210
$1.24M 0.09%
17,554
-78
211
$1.21M 0.09%
37,573
+87
212
$1.21M 0.09%
19,938
+1,166
213
$1.19M 0.09%
16,247
+1,067
214
$1.19M 0.09%
44,708
-6,703
215
$1.19M 0.09%
23,770
+2,522
216
$1.18M 0.09%
16,723
+2,872
217
$1.18M 0.09%
46,612
+3,341
218
$1.17M 0.09%
3,753
+4
219
$1.15M 0.09%
5,563
-196
220
$1.15M 0.09%
22,681
+6,062
221
$1.14M 0.09%
3,278
-1
222
$1.14M 0.08%
823
223
$1.14M 0.08%
24,646
+563
224
$1.13M 0.08%
23,630
-2,721
225
$1.12M 0.08%
39,393
+31,553
7 8
9
10 11