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
751
$92.7K 0.01%
488
-261
752
$92.5K 0.01%
2,289
+11
753
$92.2K 0.01%
1,275
+650
754
$91.8K 0.01%
722
+493
755
$90.5K 0.01%
76,664
+11,895
756
$90K 0.01%
369
+17
757
$89.5K 0.01%
1,613
+227
758
$89.3K 0.01%
673
759
$89.1K 0.01%
515
+19
760
$88.9K 0.01%
2,000
761
$88.2K 0.01%
335
+2
762
$88.2K 0.01%
2,970
-100
763
$88K 0.01%
1,386
-301
764
$87.9K 0.01%
2,388
+55
765
$87.8K 0.01%
859
-3
766
$87.7K 0.01%
3,614
+34
767
$87.5K 0.01%
3,372
-18
768
$87.4K 0.01%
3,056
769
$87K 0.01%
4,056
+1,707
770
$86.5K 0.01%
410
+18
771
$85.9K 0.01%
255
-105
772
$85.8K 0.01%
1,810
+1,246
773
$85.4K 0.01%
3,550
774
$84.8K 0.01%
1,591
-3,102
775
$83.9K 0.01%
543
+521