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
1376
$10.5K ﹤0.01%
100
1377
$10.4K ﹤0.01%
176
-9
1378
$10.4K ﹤0.01%
432
1379
$10.3K ﹤0.01%
307
-93
1380
$10.3K ﹤0.01%
4,800
+2,550
1381
$10.3K ﹤0.01%
1,017
1382
$10.2K ﹤0.01%
262
+4
1383
$10.2K ﹤0.01%
2,266
+300
1384
$10.2K ﹤0.01%
237
1385
$10.1K ﹤0.01%
106
-24
1386
$10.1K ﹤0.01%
290
+14
1387
$10.1K ﹤0.01%
100
1388
$10K ﹤0.01%
21
-1
1389
$10K ﹤0.01%
245
+145
1390
$10K ﹤0.01%
698
+140
1391
$9.99K ﹤0.01%
373
1392
$9.99K ﹤0.01%
325
1393
$9.96K ﹤0.01%
441
1394
$9.91K ﹤0.01%
176
+9
1395
$9.9K ﹤0.01%
+251
1396
$9.88K ﹤0.01%
391
1397
$9.79K ﹤0.01%
1,022
-5
1398
$9.79K ﹤0.01%
202
1399
$9.76K ﹤0.01%
335
1400
$9.75K ﹤0.01%
92