AF
Advisornet Financial Portfolio holdings
AUM $1.35B
AUM
$1.35B
AUM Growth
+$152M (+13%)
Cap. Flow
+$171M
Cap. Flow % of AUM
12.73%
Top 10 Holdings %Top 10 Hldgs %
19.42%
Holding
2,243
New
290
Increased
879
Reduced
463
Closed
90
Top Buys
| 1 | $7.21M | |
| 2 | $6.66M | |
| 3 | $6.46M | |
| 4 | $5.86M | |
| 5 | $5.17M |
Top Sells
| 1 | $1.65M | |
| 2 | $1.56M | |
| 3 | $938K | |
| 4 | $847K | |
| 5 | $826K |
Sector Composition
| 1 | Technology | 7.14% |
| 2 | Financials | 4.59% |
| 3 | Industrials | 3.68% |
| 4 | Healthcare | 3.46% |
| 5 | Consumer Discretionary | 1.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $20K | 0% | 279 | – | – | |||
| $19.9K | 0% | 76 -3 | -4% | -$785 | |||
| $19.8K | 0% | 2,500 | New | +$19.8K | |||
| $19.8K | 0% | 192 +1 | +0.5% | +$103 | |||
| $19.7K | 0% | 150 -3 | -2% | -$394 | |||
| $19.7K | 0% | 143 +92 | +180% | +$12.7K | |||
| $19.6K | 0% | 390 -1,120 | -74% | -$56.4K | |||
| $19.6K | 0% | 125 | – | – | |||
| $19.5K | 0% | 1,197 | – | – | |||
| $19.5K | 0% | 1,176 | – | – | |||
| $19.5K | 0% | 897 +7 | +0.8% | +$152 | |||
| $19.4K | 0% | 784 | – | – | |||
| $19.3K | 0% | 243 -11 | -4% | -$874 | |||
| $19.3K | 0% | 835 +7 | +0.9% | +$162 | |||
| $19.2K | 0% | 774 +44 | +6% | +$1.09K | |||
| $19.2K | 0% | 760 +6 | +0.8% | +$152 | |||
| $19.1K | 0% | 1,580 | – | – | |||
| $19.1K | 0% | 77 +72 | +1,440% | +$17.8K | |||
| $19K | 0% | 95 +72 | +313% | +$14.4K | |||
| $18.9K | 0% | 1,245 -13,362 | -91% | -$203K | |||
| $18.9K | 0% | 140 +27 | +24% | +$3.65K | |||
| $18.9K | 0% | 129 +2 | +2% | +$293 | |||
| $18.8K | 0% | 164 | – | – | |||
| $18.8K | 0% | 374 +55 | +17% | +$2.77K | |||
| $18.8K | 0% | 779 +6 | +0.8% | +$145 |
