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
1251
$16.3K ﹤0.01%
+450
1252
$16.3K ﹤0.01%
255
-7
1253
$16.1K ﹤0.01%
735
+5
1254
$16.1K ﹤0.01%
1,180
+41
1255
$16.1K ﹤0.01%
74
-19
1256
$16K ﹤0.01%
92
1257
$15.9K ﹤0.01%
176
+3
1258
$15.9K ﹤0.01%
365
1259
$15.8K ﹤0.01%
230
+145
1260
$15.7K ﹤0.01%
980
-137
1261
$15.6K ﹤0.01%
285
1262
$15.6K ﹤0.01%
288
+3
1263
$15.5K ﹤0.01%
364
+8
1264
$15.5K ﹤0.01%
+266
1265
$15.5K ﹤0.01%
+728
1266
$15.4K ﹤0.01%
363
1267
$15.4K ﹤0.01%
36
+20
1268
$15.4K ﹤0.01%
338
-105
1269
$15.3K ﹤0.01%
400
1270
$15.3K ﹤0.01%
+1,062
1271
$15.3K ﹤0.01%
2,330
1272
$15.2K ﹤0.01%
417
+118
1273
$15.2K ﹤0.01%
+644
1274
$15.1K ﹤0.01%
3,681
+112
1275
$14.9K ﹤0.01%
343
-155