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
1276
$14.9K ﹤0.01%
636
+4
1277
$14.8K ﹤0.01%
728
+701
1278
$14.7K ﹤0.01%
40
-21
1279
$14.7K ﹤0.01%
26
1280
$14.7K ﹤0.01%
309
+2
1281
$14.7K ﹤0.01%
+600
1282
$14.6K ﹤0.01%
405
-77
1283
$14.5K ﹤0.01%
1,301
-167
1284
$14.5K ﹤0.01%
300
1285
$14.5K ﹤0.01%
+502
1286
$14.4K ﹤0.01%
136
+46
1287
$14.3K ﹤0.01%
+9,258
1288
$14.2K ﹤0.01%
284
+45
1289
$14.2K ﹤0.01%
616
1290
$14.1K ﹤0.01%
187
1291
$14.1K ﹤0.01%
145
+9
1292
$14.1K ﹤0.01%
1,101
1293
$14K ﹤0.01%
3,777
+70
1294
$13.9K ﹤0.01%
4,551
-13,227
1295
$13.9K ﹤0.01%
63
-24
1296
$13.8K ﹤0.01%
133
+87
1297
$13.8K ﹤0.01%
70
-59
1298
$13.7K ﹤0.01%
131
+101
1299
$13.7K ﹤0.01%
360
1300
$13.6K ﹤0.01%
+547