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
1301
$13.6K ﹤0.01%
+608
1302
$13.6K ﹤0.01%
106
-5
1303
$13.5K ﹤0.01%
176
+80
1304
$13.5K ﹤0.01%
222
+186
1305
$13.5K ﹤0.01%
710
+7
1306
$13.3K ﹤0.01%
193
-7
1307
$13.3K ﹤0.01%
125
+1
1308
$13.3K ﹤0.01%
57
+2
1309
$13.3K ﹤0.01%
+150
1310
$13.2K ﹤0.01%
145
+3
1311
$13.1K ﹤0.01%
316
+80
1312
$13.1K ﹤0.01%
666
-333
1313
$13K ﹤0.01%
2,124
1314
$12.9K ﹤0.01%
156
+1
1315
$12.8K ﹤0.01%
605
-14
1316
$12.8K ﹤0.01%
4,268
+2,125
1317
$12.8K ﹤0.01%
1,070
+49
1318
$12.7K ﹤0.01%
+192
1319
$12.6K ﹤0.01%
1,466
-733
1320
$12.6K ﹤0.01%
367
-86
1321
$12.5K ﹤0.01%
267
1322
$12.5K ﹤0.01%
409
1323
$12.4K ﹤0.01%
38
+18
1324
$12.4K ﹤0.01%
+106
1325
$12.3K ﹤0.01%
318
+2