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
351
$492K 0.04%
8,923
+65
352
$491K 0.04%
4,423
-111
353
$490K 0.04%
14,030
+2,477
354
$488K 0.04%
11,076
355
$488K 0.04%
2,715
-74
356
$485K 0.04%
8,120
+1,530
357
$484K 0.04%
106,742
+12,306
358
$483K 0.04%
6,856
-329
359
$481K 0.04%
6,616
-2
360
$479K 0.04%
4,285
-79
361
$478K 0.04%
9,394
-2,981
362
$477K 0.04%
3,914
+315
363
$471K 0.04%
5,080
+25
364
$461K 0.03%
4,918
+208
365
$461K 0.03%
15,122
+2,951
366
$460K 0.03%
1,331
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367
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4,386
+2,345
368
$457K 0.03%
1,728
-44
369
$455K 0.03%
15,110
+389
370
$453K 0.03%
12,987
+1,930
371
$451K 0.03%
4,572
+1
372
$443K 0.03%
3,379
-2,105
373
$441K 0.03%
19,661
+2,922
374
$438K 0.03%
1,021
+232
375
$438K 0.03%
5,360
+350