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
951
$47.2K ﹤0.01%
3,792
+1,702
952
$47.1K ﹤0.01%
1,118
-344
953
$47K ﹤0.01%
1,978
+2
954
$46.9K ﹤0.01%
274
+24
955
$46.7K ﹤0.01%
311
+39
956
$46.7K ﹤0.01%
380
+2
957
$46.3K ﹤0.01%
1,011
-24
958
$45.9K ﹤0.01%
898
+280
959
$45.6K ﹤0.01%
1,536
-242
960
$45.3K ﹤0.01%
1,460
+200
961
$45.2K ﹤0.01%
499
+9
962
$45K ﹤0.01%
760
-1
963
$44.8K ﹤0.01%
741
+733
964
$44.6K ﹤0.01%
1,353
+93
965
$44.6K ﹤0.01%
860
-90
966
$44.5K ﹤0.01%
1,195
967
$44.4K ﹤0.01%
1,494
+494
968
$44.3K ﹤0.01%
1,900
-400
969
$44.2K ﹤0.01%
550
+300
970
$43.7K ﹤0.01%
447
+167
971
$43.4K ﹤0.01%
1,441
972
$43K ﹤0.01%
2,863
+397
973
$42.9K ﹤0.01%
419
+300
974
$42.7K ﹤0.01%
1,883
975
$42.5K ﹤0.01%
381
+34