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
1026
$33.9K ﹤0.01%
115
+7
1027
$33.7K ﹤0.01%
965
+44
1028
$33.7K ﹤0.01%
336
1029
$33.6K ﹤0.01%
8,580
+123
1030
$33.6K ﹤0.01%
1,099
1031
$33.5K ﹤0.01%
2,252
+609
1032
$33.4K ﹤0.01%
625
+2
1033
$33.4K ﹤0.01%
755
+600
1034
$33.2K ﹤0.01%
550
1035
$33.1K ﹤0.01%
1,500
-2,010
1036
$32.9K ﹤0.01%
1,719
+180
1037
$32.8K ﹤0.01%
584
1038
$32.7K ﹤0.01%
1,003
+786
1039
$32.6K ﹤0.01%
975
1040
$32.5K ﹤0.01%
165
-2
1041
$32.4K ﹤0.01%
2,380
+1,212
1042
$32.4K ﹤0.01%
896
-7
1043
$32.4K ﹤0.01%
601
+1
1044
$32.3K ﹤0.01%
338
+19
1045
$32.3K ﹤0.01%
3,011
+360
1046
$32.1K ﹤0.01%
183
+3
1047
$32.1K ﹤0.01%
900
1048
$31.9K ﹤0.01%
269
-26
1049
$31.8K ﹤0.01%
700
1050
$31.8K ﹤0.01%
1,327
+210