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
$1.34B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Sells

1 +$1.07M
2 +$1.03M
3 +$810K
4
LHX icon
L3Harris
LHX
+$702K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$547K

Sector Composition

1 Technology 8.69%
2 Industrials 4.39%
3 Financials 4.05%
4 Healthcare 3.79%
5 Consumer Discretionary 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$24K ﹤0.01%
162
-598
1127
$23.8K ﹤0.01%
696
+625
1128
$23.7K ﹤0.01%
615
+410
1129
$23.7K ﹤0.01%
1,500
1130
$23.7K ﹤0.01%
190
+162
1131
$23.7K ﹤0.01%
661
+145
1132
$23.6K ﹤0.01%
1,033
+23
1133
$23.6K ﹤0.01%
+606
1134
$23.5K ﹤0.01%
8,783
1135
$23.5K ﹤0.01%
282
+112
1136
$23.5K ﹤0.01%
265
+10
1137
$23.5K ﹤0.01%
323
+4
1138
$23.4K ﹤0.01%
635
1139
$23.3K ﹤0.01%
266
1140
$23.3K ﹤0.01%
359
+209
1141
$23.2K ﹤0.01%
377
+1
1142
$23.1K ﹤0.01%
537
+6
1143
$23.1K ﹤0.01%
1,724
1144
$22.9K ﹤0.01%
760
1145
$22.9K ﹤0.01%
130
-17
1146
$22.9K ﹤0.01%
470
+8
1147
$22.8K ﹤0.01%
929
+340
1148
$22.7K ﹤0.01%
957
+353
1149
$22.6K ﹤0.01%
42
-1
1150
$22.6K ﹤0.01%
98
+26