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
776
$83.8K 0.01%
691
777
$82.9K 0.01%
438
+1
778
$82.8K 0.01%
3,535
+638
779
$82.6K 0.01%
2,219
-250
780
$82.4K 0.01%
3,978
781
$82.1K 0.01%
255
+20
782
$81.7K 0.01%
10,713
-316
783
$81.7K 0.01%
7,240
+1,750
784
$81.3K 0.01%
3,253
+110
785
$80.9K 0.01%
512
+103
786
$80.9K 0.01%
15,352
787
$79.6K 0.01%
4,061
788
$78.9K 0.01%
709
-377
789
$78.3K 0.01%
551
+165
790
$77.6K 0.01%
1,824
-8
791
$77.3K 0.01%
227
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792
$77.1K 0.01%
2,084
-3,000
793
$76.8K 0.01%
848
+103
794
$76.6K 0.01%
1,978
+1,032
795
$76.5K 0.01%
2,526
+88
796
$76.4K 0.01%
2,043
+5
797
$76.1K 0.01%
819
+40
798
$76K 0.01%
1,303
799
$75.8K 0.01%
3,892
800
$75.7K 0.01%
967
+147