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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
2251
– –
-170
2252
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-35
2253
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-2,500
2254
– –
-523
2255
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-159
2256
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-50
2257
– –
-1,965
2258
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-2
2259
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2260
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-1,117
2261
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-901
2262
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2263
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-72
2264
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-50
2265
– –
-101
2266
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-27
2267
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-68
2268
– –
-5
2269
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-1,400
2270
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-37
2271
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-180
2272
– –
-50
2273
– –
-2,009
2274
– –
-45
2275
– –
-40
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