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
1401
$9.71K ﹤0.01%
424
+323
1402
$9.69K ﹤0.01%
+160
1403
$9.55K ﹤0.01%
1,750
1404
$9.55K ﹤0.01%
219
-324
1405
$9.53K ﹤0.01%
+267
1406
$9.52K ﹤0.01%
14
-10
1407
$9.52K ﹤0.01%
129
+120
1408
$9.52K ﹤0.01%
+220
1409
$9.47K ﹤0.01%
90
+82
1410
$9.47K ﹤0.01%
+157
1411
$9.45K ﹤0.01%
150
1412
$9.4K ﹤0.01%
391
+141
1413
$9.4K ﹤0.01%
500
1414
$9.39K ﹤0.01%
163
+1
1415
$9.38K ﹤0.01%
2,502
1416
$9.37K ﹤0.01%
42
1417
$9.33K ﹤0.01%
107
+97
1418
$9.31K ﹤0.01%
+512
1419
$9.28K ﹤0.01%
16
+6
1420
$9.26K ﹤0.01%
151
1421
$9.17K ﹤0.01%
159
1422
$9.12K ﹤0.01%
200
1423
$9.08K ﹤0.01%
415
-26
1424
$9.07K ﹤0.01%
+192
1425
$9.05K ﹤0.01%
+139