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
976
$42.2K ﹤0.01%
+1,675
977
$42.2K ﹤0.01%
1,650
+300
978
$42.1K ﹤0.01%
1,457
+326
979
$42K ﹤0.01%
300
980
$41.8K ﹤0.01%
501
-16
981
$41.5K ﹤0.01%
1,900
-903
982
$41.5K ﹤0.01%
368
+178
983
$41.2K ﹤0.01%
1,290
+103
984
$41.1K ﹤0.01%
860
985
$40.3K ﹤0.01%
+1,800
986
$40.2K ﹤0.01%
422
+1
987
$40.1K ﹤0.01%
+1,596
988
$40.1K ﹤0.01%
311
+2
989
$39.8K ﹤0.01%
1,491
+690
990
$39.4K ﹤0.01%
1,436
+14
991
$39.3K ﹤0.01%
329
-1,018
992
$38.9K ﹤0.01%
496
-305
993
$38.6K ﹤0.01%
4,426
-285
994
$38.5K ﹤0.01%
908
+20
995
$38.5K ﹤0.01%
578
-141
996
$38.3K ﹤0.01%
375
997
$38.3K ﹤0.01%
121
-21
998
$38.3K ﹤0.01%
1,000
999
$38.1K ﹤0.01%
677
+67
1000
$38.1K ﹤0.01%
1,100
-3,888