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
1351
$11.4K ﹤0.01%
110
1352
$11.4K ﹤0.01%
200
1353
$11.4K ﹤0.01%
167
1354
$11.3K ﹤0.01%
387
1355
$11.3K ﹤0.01%
+226
1356
$11.2K ﹤0.01%
+200
1357
$11.1K ﹤0.01%
647
+12
1358
$11K ﹤0.01%
126
-19
1359
$11K ﹤0.01%
433
+38
1360
$10.9K ﹤0.01%
73
+18
1361
$10.7K ﹤0.01%
+515
1362
$10.7K ﹤0.01%
144
1363
$10.7K ﹤0.01%
1,666
+56
1364
$10.7K ﹤0.01%
119
+69
1365
$10.6K ﹤0.01%
211
1366
$10.6K ﹤0.01%
+1,008
1367
$10.6K ﹤0.01%
182
-71
1368
$10.6K ﹤0.01%
1,197
1369
$10.6K ﹤0.01%
200
1370
$10.6K ﹤0.01%
+586
1371
$10.5K ﹤0.01%
70
-13
1372
$10.5K ﹤0.01%
119
1373
$10.5K ﹤0.01%
300
1374
$10.5K ﹤0.01%
532
-266
1375
$10.5K ﹤0.01%
270