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
101
$2.81M 0.21%
15,086
-71
102
$2.76M 0.21%
117,084
-39,742
103
$2.76M 0.2%
34,392
-598
104
$2.74M 0.2%
34,903
+32,314
105
$2.72M 0.2%
10,638
-160
106
$2.7M 0.2%
15,840
-292
107
$2.65M 0.2%
49,151
+4,446
108
$2.65M 0.2%
4,831
+164
109
$2.58M 0.19%
56,577
-3,678
110
$2.57M 0.19%
14,812
+4,071
111
$2.51M 0.19%
20,578
-40
112
$2.49M 0.19%
18,733
+141
113
$2.49M 0.19%
7,110
+295
114
$2.46M 0.18%
111,339
+4,269
115
$2.45M 0.18%
115,470
+114,414
116
$2.44M 0.18%
+114,571
117
$2.44M 0.18%
+28,674
118
$2.44M 0.18%
+145,741
119
$2.44M 0.18%
117,774
+116,882
120
$2.44M 0.18%
12,215
+1,341
121
$2.43M 0.18%
+51,625
122
$2.43M 0.18%
+26,303
123
$2.42M 0.18%
+100,670
124
$2.42M 0.18%
13,508
-300
125
$2.41M 0.18%
13,993
-127