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 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
251
$865K 0.06%
8,998
-1,417
252
$856K 0.06%
1,408
-23
253
$855K 0.06%
5,580
+198
254
$848K 0.06%
+13,512
255
$841K 0.06%
16,933
+5,105
256
$824K 0.06%
10,247
+384
257
$824K 0.06%
6,752
+809
258
$815K 0.06%
2,126
-37
259
$815K 0.06%
32,128
260
$815K 0.06%
15,563
-537
261
$792K 0.06%
4,211
-36
262
$787K 0.06%
7,659
+50
263
$783K 0.06%
8,379
+990
264
$771K 0.06%
3,033
+3
265
$769K 0.06%
15,488
-31,400
266
$767K 0.06%
19,788
-1,247
267
$761K 0.06%
8,469
+3,018
268
$755K 0.06%
12,485
+4,199
269
$749K 0.06%
18,636
+252
270
$742K 0.06%
5,729
-4,426
271
$737K 0.05%
7,049
-1,312
272
$721K 0.05%
1,535
+156
273
$717K 0.05%
28,073
-49
274
$716K 0.05%
4,658
+35
275
$714K 0.05%
1,473
+117