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
1151
$22.6K ﹤0.01%
490
1152
$22.5K ﹤0.01%
600
1153
$22.4K ﹤0.01%
+797
1154
$22.4K ﹤0.01%
886
+20
1155
$22.4K ﹤0.01%
903
+309
1156
$22.4K ﹤0.01%
+3,428
1157
$22.4K ﹤0.01%
123
1158
$22.3K ﹤0.01%
675
+522
1159
$22.1K ﹤0.01%
860
1160
$21.9K ﹤0.01%
523
1161
$21.6K ﹤0.01%
410
1162
$21.5K ﹤0.01%
321
-785
1163
$21.5K ﹤0.01%
711
1164
$21.4K ﹤0.01%
571
+137
1165
$21.3K ﹤0.01%
10,000
+5,000
1166
$21.3K ﹤0.01%
148
1167
$21.2K ﹤0.01%
300
1168
$21.2K ﹤0.01%
+695
1169
$21.1K ﹤0.01%
220
+145
1170
$21K ﹤0.01%
319
-240
1171
$20.9K ﹤0.01%
1,100
1172
$20.9K ﹤0.01%
498
1173
$20.9K ﹤0.01%
2,313
+350
1174
$20.9K ﹤0.01%
416
+116
1175
$20.8K ﹤0.01%
999