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
826
$68.9K 0.01%
3,142
827
$68.8K 0.01%
4,477
828
$68.8K 0.01%
527
+480
829
$68.5K 0.01%
1,470
+7
830
$68.4K 0.01%
365
831
$68.4K 0.01%
971
+154
832
$68.3K 0.01%
363
-227
833
$67.9K 0.01%
235
+1
834
$67.5K 0.01%
1,600
+400
835
$67.2K 0.01%
401
-3
836
$66.9K 0.01%
374
+341
837
$66.6K ﹤0.01%
167
+1
838
$66.6K ﹤0.01%
1,636
-3,997
839
$66.5K ﹤0.01%
921
+773
840
$66.2K ﹤0.01%
825
841
$66.1K ﹤0.01%
2,660
+1,860
842
$66.1K ﹤0.01%
2,500
843
$66.1K ﹤0.01%
9,300
+5,000
844
$65.9K ﹤0.01%
1,551
+467
845
$65.9K ﹤0.01%
2,211
846
$65.9K ﹤0.01%
+3,300
847
$65.6K ﹤0.01%
856
-195
848
$65.4K ﹤0.01%
1,264
+126
849
$65.3K ﹤0.01%
480
850
$65.2K ﹤0.01%
2,213