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
1226
$17.6K ﹤0.01%
729
+212
1227
$17.6K ﹤0.01%
500
1228
$17.5K ﹤0.01%
95
+20
1229
$17.4K ﹤0.01%
590
+226
1230
$17.2K ﹤0.01%
205
+1
1231
$17.2K ﹤0.01%
352
+48
1232
$17.2K ﹤0.01%
246
-324
1233
$17.1K ﹤0.01%
+349
1234
$17.1K ﹤0.01%
+330
1235
$17K ﹤0.01%
35
+1
1236
$17K ﹤0.01%
+536
1237
$16.9K ﹤0.01%
231
1238
$16.9K ﹤0.01%
+15,650
1239
$16.9K ﹤0.01%
1,537
1240
$16.9K ﹤0.01%
261
-8
1241
$16.8K ﹤0.01%
33
+13
1242
$16.8K ﹤0.01%
350
1243
$16.7K ﹤0.01%
248
-671
1244
$16.6K ﹤0.01%
2,477
+502
1245
$16.5K ﹤0.01%
739
+9
1246
$16.4K ﹤0.01%
102
1247
$16.3K ﹤0.01%
146
-199
1248
$16.3K ﹤0.01%
+1,050
1249
$16.3K ﹤0.01%
431
+110
1250
$16.3K ﹤0.01%
476
+2