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
926
$50.8K ﹤0.01%
2,599
-6
927
$50.4K ﹤0.01%
702
-3
928
$50.3K ﹤0.01%
1,864
+294
929
$50.3K ﹤0.01%
+1,014
930
$50.1K ﹤0.01%
1,711
+46
931
$50K ﹤0.01%
1,003
932
$49.9K ﹤0.01%
386
+3
933
$49.5K ﹤0.01%
2,665
+2,207
934
$49.3K ﹤0.01%
1,630
935
$49.1K ﹤0.01%
595
+453
936
$49.1K ﹤0.01%
221
-126
937
$49.1K ﹤0.01%
837
-1,210
938
$49K ﹤0.01%
2,000
939
$48.8K ﹤0.01%
1,186
+893
940
$48.2K ﹤0.01%
1,300
+1,000
941
$47.9K ﹤0.01%
682
942
$47.9K ﹤0.01%
1,756
+218
943
$47.8K ﹤0.01%
457
-21
944
$47.7K ﹤0.01%
234
+34
945
$47.6K ﹤0.01%
1,579
946
$47.6K ﹤0.01%
75
-3
947
$47.4K ﹤0.01%
1,869
+11
948
$47.3K ﹤0.01%
522
-16
949
$47.3K ﹤0.01%
2,340
+147
950
$47.2K ﹤0.01%
1,585
-920