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
876
$60.2K ﹤0.01%
2,715
877
$59.7K ﹤0.01%
747
+243
878
$59.4K ﹤0.01%
2,326
+1,058
879
$59.2K ﹤0.01%
1,945
880
$59K ﹤0.01%
2,175
+1,612
881
$58.6K ﹤0.01%
3,797
+165
882
$58.6K ﹤0.01%
1,034
-345
883
$58.3K ﹤0.01%
284
+9
884
$57.6K ﹤0.01%
315
+6
885
$57.6K ﹤0.01%
1,378
886
$57.1K ﹤0.01%
1,581
+867
887
$57K ﹤0.01%
1,071
+99
888
$56.9K ﹤0.01%
1,577
+184
889
$56.7K ﹤0.01%
1,590
890
$56.6K ﹤0.01%
482
-149
891
$56.6K ﹤0.01%
290
+65
892
$56.6K ﹤0.01%
383
-1
893
$56.4K ﹤0.01%
859
+57
894
$56K ﹤0.01%
1,167
-3
895
$56K ﹤0.01%
105
896
$55.9K ﹤0.01%
781
+59
897
$55.7K ﹤0.01%
1,000
898
$55.5K ﹤0.01%
570
+4
899
$55.4K ﹤0.01%
1,620
+516
900
$55.2K ﹤0.01%
2,500