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
1001
$37.8K ﹤0.01%
+292
1002
$37.6K ﹤0.01%
237
-9
1003
$37K ﹤0.01%
1,505
1004
$37K ﹤0.01%
229
+22
1005
$36.9K ﹤0.01%
733
+1
1006
$36.9K ﹤0.01%
204
1007
$36.9K ﹤0.01%
981
+198
1008
$36.8K ﹤0.01%
109
1009
$36.7K ﹤0.01%
370
+2
1010
$36.5K ﹤0.01%
305
1011
$36.3K ﹤0.01%
615
+3
1012
$36.2K ﹤0.01%
1,369
+1,240
1013
$36.2K ﹤0.01%
218
+95
1014
$36.1K ﹤0.01%
794
+401
1015
$36.1K ﹤0.01%
320
+100
1016
$36K ﹤0.01%
475
1017
$35.9K ﹤0.01%
521
1018
$35.7K ﹤0.01%
3,189
1019
$35.6K ﹤0.01%
407
+2
1020
$35.4K ﹤0.01%
495
1021
$35.3K ﹤0.01%
705
1022
$35.2K ﹤0.01%
409
+2
1023
$34.8K ﹤0.01%
636
+155
1024
$34.5K ﹤0.01%
540
1025
$34.3K ﹤0.01%
+443