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
1226
$18K ﹤0.01%
2,000
1227
$18K ﹤0.01%
152
+126
1228
$17.8K ﹤0.01%
2,210
-106
1229
$17.8K ﹤0.01%
92
1230
$17.8K ﹤0.01%
269
1231
$17.8K ﹤0.01%
459
+442
1232
$17.8K ﹤0.01%
468
+37
1233
$17.8K ﹤0.01%
492
+80
1234
$17.7K ﹤0.01%
90
-15
1235
$17.7K ﹤0.01%
366
1236
$17.7K ﹤0.01%
100
1237
$17.7K ﹤0.01%
160
+9
1238
$17.6K ﹤0.01%
573
-43
1239
$17.6K ﹤0.01%
92
1240
$17.6K ﹤0.01%
400
1241
$17.6K ﹤0.01%
500
1242
$17.5K ﹤0.01%
420
-360
1243
$17.5K ﹤0.01%
156
+40
1244
$17.4K ﹤0.01%
140
1245
$17.4K ﹤0.01%
593
1246
$17.4K ﹤0.01%
248
1247
$17.4K ﹤0.01%
72
+20
1248
$17.3K ﹤0.01%
730
1249
$17.3K ﹤0.01%
1,190
+401
1250
$17.3K ﹤0.01%
790