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
851
$64.9K ﹤0.01%
1,723
852
$64.9K ﹤0.01%
1,376
+138
853
$64.9K ﹤0.01%
1,300
854
$64.6K ﹤0.01%
242
+3
855
$64.4K ﹤0.01%
2,185
856
$64.4K ﹤0.01%
1,798
-135
857
$64.2K ﹤0.01%
1,600
858
$64.1K ﹤0.01%
392
-2
859
$64K ﹤0.01%
589
+195
860
$63.7K ﹤0.01%
1,685
861
$63.5K ﹤0.01%
5,456
-30
862
$63.1K ﹤0.01%
724
-682
863
$63K ﹤0.01%
818
864
$62.9K ﹤0.01%
399
+4
865
$62.5K ﹤0.01%
1,786
-695
866
$62.3K ﹤0.01%
6,055
-166
867
$62.3K ﹤0.01%
1,089
868
$62.1K ﹤0.01%
1,573
+1,445
869
$61.9K ﹤0.01%
950
-550
870
$61.9K ﹤0.01%
571
871
$61.5K ﹤0.01%
429
-37
872
$61.3K ﹤0.01%
282
-8
873
$60.9K ﹤0.01%
2,444
874
$60.6K ﹤0.01%
386
+68
875
$60.6K ﹤0.01%
614
-165