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
801
$74.6K 0.01%
6,650
-500
802
$74.5K 0.01%
542
+242
803
$74.2K 0.01%
943
804
$74.2K 0.01%
1,311
+82
805
$74.1K 0.01%
2,715
806
$74K 0.01%
1,533
+51
807
$73.8K 0.01%
1,238
+569
808
$73.7K 0.01%
982
-5
809
$73.6K 0.01%
3,474
810
$73.6K 0.01%
7,443
+4,710
811
$73.5K 0.01%
1,450
+450
812
$73.5K 0.01%
628
+7
813
$73.3K 0.01%
1,467
+3
814
$73.1K 0.01%
1,588
+645
815
$73.1K 0.01%
1,437
-300
816
$73.1K 0.01%
894
+473
817
$72.5K 0.01%
1,007
-652
818
$72.2K 0.01%
975
+3
819
$71.7K 0.01%
10,085
820
$71.6K 0.01%
902
821
$71.4K 0.01%
2,680
822
$71.1K 0.01%
10,617
823
$70.3K 0.01%
1,250
824
$70.3K 0.01%
2,444
825
$69.8K 0.01%
1,929