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
1476
$7.51K ﹤0.01%
2,750
+2,250
1477
$7.44K ﹤0.01%
94
+1
1478
$7.44K ﹤0.01%
96
+48
1479
$7.39K ﹤0.01%
239
-638
1480
$7.38K ﹤0.01%
1,044
1481
$7.35K ﹤0.01%
225
1482
$7.32K ﹤0.01%
300
1483
$7.28K ﹤0.01%
+57
1484
$7.25K ﹤0.01%
200
1485
$7.25K ﹤0.01%
134
+38
1486
$7.25K ﹤0.01%
625
-2,000
1487
$7.24K ﹤0.01%
184
1488
$7.16K ﹤0.01%
55
1489
$7.16K ﹤0.01%
198
-32
1490
$7.08K ﹤0.01%
5,900
1491
$7.06K ﹤0.01%
25
+2
1492
$7.05K ﹤0.01%
+444
1493
$7.05K ﹤0.01%
+63
1494
$7K ﹤0.01%
858
-312
1495
$7K ﹤0.01%
+291
1496
$6.97K ﹤0.01%
88
+18
1497
$6.95K ﹤0.01%
+225
1498
$6.95K ﹤0.01%
695
1499
$6.93K ﹤0.01%
+101
1500
$6.89K ﹤0.01%
150