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
1126
$23.4K ﹤0.01%
586
1127
$23.4K ﹤0.01%
316
1128
$23.4K ﹤0.01%
2,088
1129
$23.1K ﹤0.01%
677
+1
1130
$23K ﹤0.01%
528
+132
1131
$22.9K ﹤0.01%
760
1132
$22.9K ﹤0.01%
+495
1133
$22.8K ﹤0.01%
1,223
+957
1134
$22.8K ﹤0.01%
147
+98
1135
$22.7K ﹤0.01%
929
1136
$22.7K ﹤0.01%
418
+132
1137
$22.7K ﹤0.01%
490
1138
$22.7K ﹤0.01%
612
+6
1139
$22.6K ﹤0.01%
1,885
1140
$22.5K ﹤0.01%
244
1141
$22.1K ﹤0.01%
605
-402
1142
$22.1K ﹤0.01%
323
+109
1143
$22K ﹤0.01%
+674
1144
$22K ﹤0.01%
+806
1145
$22K ﹤0.01%
603
1146
$21.9K ﹤0.01%
696
1147
$21.7K ﹤0.01%
655
+640
1148
$21.6K ﹤0.01%
123
+121
1149
$21.5K ﹤0.01%
190
-55
1150
$21.5K ﹤0.01%
911
-46