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
1176
$20K ﹤0.01%
279
1177
$19.9K ﹤0.01%
76
-3
1178
$19.8K ﹤0.01%
+2,500
1179
$19.8K ﹤0.01%
192
+1
1180
$19.7K ﹤0.01%
150
-3
1181
$19.7K ﹤0.01%
143
+92
1182
$19.6K ﹤0.01%
390
-1,120
1183
$19.6K ﹤0.01%
125
1184
$19.5K ﹤0.01%
1,197
1185
$19.5K ﹤0.01%
1,176
1186
$19.5K ﹤0.01%
897
+7
1187
$19.4K ﹤0.01%
784
1188
$19.3K ﹤0.01%
243
-11
1189
$19.3K ﹤0.01%
835
+7
1190
$19.2K ﹤0.01%
774
+44
1191
$19.2K ﹤0.01%
760
+6
1192
$19.1K ﹤0.01%
1,580
1193
$19.1K ﹤0.01%
77
+72
1194
$19K ﹤0.01%
95
+72
1195
$18.9K ﹤0.01%
1,245
-13,362
1196
$18.9K ﹤0.01%
140
+27
1197
$18.9K ﹤0.01%
129
+2
1198
$18.8K ﹤0.01%
164
1199
$18.8K ﹤0.01%
374
+55
1200
$18.8K ﹤0.01%
779
+6