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
701
$108K 0.01%
4,722
+5
702
$108K 0.01%
2,630
-482
703
$108K 0.01%
+3,127
704
$108K 0.01%
3,070
705
$107K 0.01%
3,400
+200
706
$106K 0.01%
1,302
707
$106K 0.01%
1,228
+193
708
$106K 0.01%
1,384
-1
709
$106K 0.01%
23
+1
710
$106K 0.01%
2,105
-163
711
$105K 0.01%
+1,095
712
$105K 0.01%
3,352
+146
713
$105K 0.01%
319
+17
714
$105K 0.01%
1,677
+346
715
$104K 0.01%
1,635
+158
716
$103K 0.01%
181
+6
717
$103K 0.01%
3,315
+22
718
$103K 0.01%
175
+5
719
$103K 0.01%
424
+20
720
$103K 0.01%
1,322
-43
721
$102K 0.01%
857
-243
722
$102K 0.01%
+1,921
723
$102K 0.01%
5,000
+9
724
$102K 0.01%
242
+26
725
$102K 0.01%
1,423
+745