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
1451
$8.24K ﹤0.01%
156
1452
$8.23K ﹤0.01%
355
1453
$8.19K ﹤0.01%
+279
1454
$8.15K ﹤0.01%
136
+29
1455
$8.11K ﹤0.01%
250
1456
$8.03K ﹤0.01%
178
-328
1457
$8.03K ﹤0.01%
380
+100
1458
$8K ﹤0.01%
+224
1459
$7.96K ﹤0.01%
128
1460
$7.95K ﹤0.01%
+99
1461
$7.93K ﹤0.01%
200
1462
$7.92K ﹤0.01%
6,089
+343
1463
$7.88K ﹤0.01%
+48
1464
$7.87K ﹤0.01%
53
+50
1465
$7.86K ﹤0.01%
185
1466
$7.84K ﹤0.01%
580
+8
1467
$7.84K ﹤0.01%
35
-52
1468
$7.74K ﹤0.01%
34
+20
1469
$7.74K ﹤0.01%
410
1470
$7.7K ﹤0.01%
147
1471
$7.7K ﹤0.01%
35
+31
1472
$7.7K ﹤0.01%
153
-2,135
1473
$7.57K ﹤0.01%
464
-581
1474
$7.55K ﹤0.01%
1,000
+350
1475
$7.53K ﹤0.01%
216
+152