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
1076
$28.6K ﹤0.01%
366
-27
1077
$28.5K ﹤0.01%
2,201
1078
$28.4K ﹤0.01%
900
1079
$28.3K ﹤0.01%
373
+27
1080
$28.2K ﹤0.01%
+239
1081
$27.9K ﹤0.01%
667
-600
1082
$27.9K ﹤0.01%
720
+238
1083
$27.7K ﹤0.01%
571
-100
1084
$27.6K ﹤0.01%
435
1085
$27.6K ﹤0.01%
220
+150
1086
$27.5K ﹤0.01%
721
+172
1087
$27.4K ﹤0.01%
991
+141
1088
$27.4K ﹤0.01%
241
-1
1089
$27.4K ﹤0.01%
333
-499
1090
$27.4K ﹤0.01%
+394
1091
$27.3K ﹤0.01%
+840
1092
$27.2K ﹤0.01%
780
+101
1093
$27.1K ﹤0.01%
2,326
+25
1094
$27.1K ﹤0.01%
321
+1
1095
$26.9K ﹤0.01%
641
-500
1096
$26.9K ﹤0.01%
54
+6
1097
$26.8K ﹤0.01%
1,534
+164
1098
$26.7K ﹤0.01%
+1,851
1099
$26.2K ﹤0.01%
862
+215
1100
$26.1K ﹤0.01%
2,724