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
676
$119K 0.01%
1,915
-1
677
$119K 0.01%
1,842
+122
678
$118K 0.01%
2,834
+7
679
$118K 0.01%
352
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680
$117K 0.01%
485
681
$116K 0.01%
1,800
682
$116K 0.01%
1,151
+2
683
$115K 0.01%
837
-125
684
$114K 0.01%
2,830
+8
685
$114K 0.01%
62
686
$114K 0.01%
956
+2
687
$114K 0.01%
2,396
+686
688
$113K 0.01%
4,020
689
$113K 0.01%
558
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690
$112K 0.01%
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691
$112K 0.01%
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692
$111K 0.01%
1,096
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$111K 0.01%
750
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$110K 0.01%
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695
$110K 0.01%
2,912
696
$110K 0.01%
6,607
+2,745
697
$110K 0.01%
3,015
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698
$109K 0.01%
1,211
+628
699
$109K 0.01%
3,660
700
$109K 0.01%
404
-111