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
1326
$12.2K ﹤0.01%
505
+502
1327
$12.2K ﹤0.01%
41
1328
$12.2K ﹤0.01%
249
+9
1329
$12.2K ﹤0.01%
646
-53
1330
$12.1K ﹤0.01%
237
+2
1331
$11.9K ﹤0.01%
100
1332
$11.9K ﹤0.01%
19
+14
1333
$11.9K ﹤0.01%
217
-8
1334
$11.9K ﹤0.01%
343
+336
1335
$11.8K ﹤0.01%
140
+47
1336
$11.8K ﹤0.01%
278
+1
1337
$11.8K ﹤0.01%
611
+11
1338
$11.7K ﹤0.01%
350
+4
1339
$11.7K ﹤0.01%
708
1340
$11.7K ﹤0.01%
+315
1341
$11.6K ﹤0.01%
275
1342
$11.5K ﹤0.01%
389
1343
$11.5K ﹤0.01%
155
1344
$11.5K ﹤0.01%
1,379
1345
$11.4K ﹤0.01%
144
-8
1346
$11.4K ﹤0.01%
300
-159
1347
$11.4K ﹤0.01%
+264
1348
$11.4K ﹤0.01%
100
1349
$11.4K ﹤0.01%
+31
1350
$11.4K ﹤0.01%
281