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
1151
$21.5K ﹤0.01%
122
+90
1152
$21.5K ﹤0.01%
167
-238
1153
$21.5K ﹤0.01%
300
1154
$21.5K ﹤0.01%
92
-41
1155
$21.3K ﹤0.01%
1,724
1156
$21.3K ﹤0.01%
2,609
1157
$21.2K ﹤0.01%
123
1158
$21.2K ﹤0.01%
711
1159
$21K ﹤0.01%
1,832
-766
1160
$20.9K ﹤0.01%
3,399
1161
$20.8K ﹤0.01%
600
1162
$20.7K ﹤0.01%
580
1163
$20.5K ﹤0.01%
273
+1
1164
$20.5K ﹤0.01%
352
-102
1165
$20.4K ﹤0.01%
361
+3
1166
$20.4K ﹤0.01%
1,391
+600
1167
$20.3K ﹤0.01%
+560
1168
$20.2K ﹤0.01%
+71
1169
$20.2K ﹤0.01%
120
-1
1170
$20.1K ﹤0.01%
780
1171
$20.1K ﹤0.01%
780
1172
$20.1K ﹤0.01%
372
+66
1173
$20.1K ﹤0.01%
376
-694
1174
$20.1K ﹤0.01%
458
+296
1175
$20K ﹤0.01%
+2,500