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
1201
$18.8K ﹤0.01%
389
+146
1202
$18.8K ﹤0.01%
81
+62
1203
$18.7K ﹤0.01%
279
+29
1204
$18.7K ﹤0.01%
33
1205
$18.6K ﹤0.01%
280
1206
$18.6K ﹤0.01%
222
1207
$18.5K ﹤0.01%
442
1208
$18.5K ﹤0.01%
2,322
+38
1209
$18.4K ﹤0.01%
140
+114
1210
$18.3K ﹤0.01%
864
+39
1211
$18.3K ﹤0.01%
218
-2
1212
$18.3K ﹤0.01%
589
+118
1213
$18.2K ﹤0.01%
+841
1214
$18.1K ﹤0.01%
323
+127
1215
$18.1K ﹤0.01%
275
+6
1216
$18K ﹤0.01%
+533
1217
$18K ﹤0.01%
+648
1218
$17.9K ﹤0.01%
248
-3
1219
$17.8K ﹤0.01%
406
-1
1220
$17.8K ﹤0.01%
107
+106
1221
$17.7K ﹤0.01%
699
+452
1222
$17.7K ﹤0.01%
790
1223
$17.7K ﹤0.01%
359
-48
1224
$17.7K ﹤0.01%
357
1225
$17.7K ﹤0.01%
304
+4