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
901
$55.2K ﹤0.01%
535
902
$54.6K ﹤0.01%
835
+142
903
$54.2K ﹤0.01%
2,924
904
$53.8K ﹤0.01%
349
905
$53.8K ﹤0.01%
936
+105
906
$53.7K ﹤0.01%
2,130
-154
907
$53.6K ﹤0.01%
1,650
+216
908
$53.5K ﹤0.01%
677
909
$53.3K ﹤0.01%
1,080
-269
910
$53.1K ﹤0.01%
157
+14
911
$53K ﹤0.01%
908
-149
912
$52.9K ﹤0.01%
2,019
913
$52.9K ﹤0.01%
359
-5
914
$52.5K ﹤0.01%
184
915
$52.3K ﹤0.01%
1,600
+622
916
$52.2K ﹤0.01%
1,200
917
$52K ﹤0.01%
292
-75
918
$51.5K ﹤0.01%
1,006
919
$51.5K ﹤0.01%
526
+498
920
$51.2K ﹤0.01%
1,800
921
$51.1K ﹤0.01%
883
922
$51.1K ﹤0.01%
1,362
-1,629
923
$51.1K ﹤0.01%
1,621
924
$51K ﹤0.01%
2,625
+125
925
$50.9K ﹤0.01%
482
+67