AF
Advisornet Financial Portfolio holdings
AUM $1.35B
AUM
$1.35B
AUM Growth
+$152M (+13%)
Cap. Flow
+$171M
Cap. Flow % of AUM
12.73%
Top 10 Holdings %Top 10 Hldgs %
19.42%
Holding
2,243
New
290
Increased
879
Reduced
463
Closed
90
Top Buys
| 1 | $7.21M | |
| 2 | $6.66M | |
| 3 | $6.46M | |
| 4 | $5.86M | |
| 5 | $5.17M |
Top Sells
| 1 | $1.65M | |
| 2 | $1.56M | |
| 3 | $938K | |
| 4 | $847K | |
| 5 | $826K |
Sector Composition
| 1 | Technology | 7.14% |
| 2 | Financials | 4.59% |
| 3 | Industrials | 3.68% |
| 4 | Healthcare | 3.46% |
| 5 | Consumer Discretionary | 1.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $42.2K | 0% | 1,675 | New | +$42.2K | |||
| $42.2K | 0% | 1,650 +300 | +22% | +$7.67K | |||
| $42.1K | 0% | 1,457 +326 | +29% | +$9.42K | |||
| $42K | 0% | 300 | – | – | |||
| $41.8K | 0% | 501 -16 | -3% | -$1.34K | |||
| $41.5K | 0% | 1,900 -903 | -32% | -$19.7K | |||
| $41.5K | 0% | 368 +178 | +94% | +$20.1K | |||
| $41.2K | 0% | 1,290 +103 | +9% | +$3.29K | |||
| $41.1K | 0% | 860 | – | – | |||
| $40.3K | 0% | 1,800 | New | +$40.3K | |||
| $40.2K | 0% | 422 +1 | +0.2% | +$95 | |||
| $40.1K | 0% | 1,596 | New | +$40.1K | |||
| $40.1K | 0% | 311 +2 | +0.7% | +$258 | |||
| $39.8K | 0% | 1,491 +690 | +86% | +$18.4K | |||
| $39.4K | 0% | 1,436 +14 | +1% | +$384 | |||
| $39.3K | 0% | 329 -1,018 | -76% | -$122K | |||
| $38.9K | 0% | 496 -305 | -38% | -$23.9K | |||
| $38.6K | 0% | 4,426 -285 | -6% | -$2.48K | |||
| $38.5K | 0% | 908 +20 | +2% | +$849 | |||
| $38.5K | 0% | 578 -141 | -20% | -$9.4K | |||
| $38.3K | 0% | 375 | – | – | |||
| $38.3K | 0% | 121 -21 | -15% | -$6.65K | |||
| $38.3K | 0% | 1,000 | – | – | |||
| $38.1K | 0% | 677 +67 | +11% | +$3.77K | |||
| $38.1K | 0% | 1,100 -3,888 | -78% | -$135K |
