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
1101
$26.1K ﹤0.01%
32
+11
1102
$25.9K ﹤0.01%
+1,141
1103
$25.9K ﹤0.01%
1,600
1104
$25.7K ﹤0.01%
+2,093
1105
$25.7K ﹤0.01%
791
+7
1106
$25.7K ﹤0.01%
1,091
-45
1107
$25.7K ﹤0.01%
53
-14
1108
$25.6K ﹤0.01%
425
1109
$25.5K ﹤0.01%
619
+160
1110
$25.2K ﹤0.01%
4,135
1111
$25.2K ﹤0.01%
650
1112
$25.2K ﹤0.01%
+1,683
1113
$25K ﹤0.01%
270
+31
1114
$25K ﹤0.01%
623
-6
1115
$24.9K ﹤0.01%
535
1116
$24.9K ﹤0.01%
553
1117
$24.8K ﹤0.01%
206
1118
$24.7K ﹤0.01%
+3,055
1119
$24.5K ﹤0.01%
+425
1120
$24.5K ﹤0.01%
+742
1121
$24.3K ﹤0.01%
+275
1122
$24.1K ﹤0.01%
+1,023
1123
$23.6K ﹤0.01%
8,783
1124
$23.6K ﹤0.01%
+1,331
1125
$23.4K ﹤0.01%
214
+1