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
1051
$31.8K ﹤0.01%
464
-13
1052
$31.8K ﹤0.01%
250
1053
$31.4K ﹤0.01%
7,245
1054
$31.3K ﹤0.01%
1,070
-2
1055
$31.2K ﹤0.01%
236
+10
1056
$31K ﹤0.01%
800
1057
$30.9K ﹤0.01%
338
+268
1058
$30.9K ﹤0.01%
+500
1059
$30.8K ﹤0.01%
702
+231
1060
$30.8K ﹤0.01%
1,152
1061
$30.8K ﹤0.01%
1,071
+8
1062
$30.6K ﹤0.01%
407
-1
1063
$30.5K ﹤0.01%
465
1064
$30.2K ﹤0.01%
702
-19
1065
$29.7K ﹤0.01%
308
-2
1066
$29.6K ﹤0.01%
778
1067
$29.6K ﹤0.01%
+1,207
1068
$29.4K ﹤0.01%
959
1069
$29.1K ﹤0.01%
1,028
+321
1070
$29K ﹤0.01%
164
+12
1071
$29K ﹤0.01%
1,009
+7
1072
$29K ﹤0.01%
415
-4
1073
$28.8K ﹤0.01%
877
-660
1074
$28.8K ﹤0.01%
180
-10
1075
$28.6K ﹤0.01%
500