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
476
$276K 0.02%
1,618
-403
477
$276K 0.02%
818
+49
478
$272K 0.02%
4,547
-246
479
$271K 0.02%
9,550
480
$270K 0.02%
1,642
+307
481
$269K 0.02%
1,781
+18
482
$266K 0.02%
4,326
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483
$266K 0.02%
4,176
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484
$265K 0.02%
4,733
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485
$264K 0.02%
11,732
486
$264K 0.02%
580
+11
487
$263K 0.02%
10,492
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488
$261K 0.02%
2,180
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489
$261K 0.02%
1,295
490
$260K 0.02%
3,741
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491
$260K 0.02%
6,755
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492
$260K 0.02%
3,145
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$255K 0.02%
1,029
-49
494
$255K 0.02%
470
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495
$253K 0.02%
+6,806
496
$252K 0.02%
16,636
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497
$247K 0.02%
1,459
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498
$246K 0.02%
2,580
-135
499
$245K 0.02%
927
-47
500
$244K 0.02%
1,209
+90