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
726
$101K 0.01%
840
+82
727
$100K 0.01%
1,824
+469
728
$99.6K 0.01%
2,289
729
$99.2K 0.01%
5,640
-80
730
$99.1K 0.01%
1,346
731
$99.1K 0.01%
+8,409
732
$98.9K 0.01%
520
733
$98.6K 0.01%
1,595
734
$98.4K 0.01%
3,379
-377
735
$98.3K 0.01%
1,972
-1,229
736
$98.3K 0.01%
3,125
737
$98.2K 0.01%
878
+122
738
$98.1K 0.01%
3,010
739
$97.7K 0.01%
1,075
+2
740
$96.8K 0.01%
3,306
741
$96.7K 0.01%
914
742
$96.4K 0.01%
697
743
$96.3K 0.01%
2,900
-32
744
$96.2K 0.01%
3,148
+13
745
$96K 0.01%
2,828
746
$95.9K 0.01%
1,303
+352
747
$94.7K 0.01%
522
+15
748
$94.2K 0.01%
852
-6
749
$93.2K 0.01%
2,527
-2,908
750
$93.1K 0.01%
448
+375