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
1201
$19K ﹤0.01%
2,199
1202
$19K ﹤0.01%
183
+4
1203
$19K ﹤0.01%
935
-315
1204
$19K ﹤0.01%
743
+9
1205
$19K ﹤0.01%
91
1206
$18.9K ﹤0.01%
890
1207
$18.8K ﹤0.01%
396
1208
$18.7K ﹤0.01%
202
+1
1209
$18.6K ﹤0.01%
614
+313
1210
$18.6K ﹤0.01%
+701
1211
$18.6K ﹤0.01%
762
+9
1212
$18.5K ﹤0.01%
317
+217
1213
$18.5K ﹤0.01%
+487
1214
$18.4K ﹤0.01%
1,537
1215
$18.4K ﹤0.01%
250
1216
$18.4K ﹤0.01%
178
+143
1217
$18.4K ﹤0.01%
101
-76
1218
$18.3K ﹤0.01%
450
1219
$18.3K ﹤0.01%
+659
1220
$18.2K ﹤0.01%
479
+57
1221
$18.2K ﹤0.01%
356
1222
$18.2K ﹤0.01%
136
+1
1223
$18.1K ﹤0.01%
634
+223
1224
$18.1K ﹤0.01%
208
+181
1225
$18.1K ﹤0.01%
311
+285