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
1501
$6.88K ﹤0.01%
101
-5,373
1502
$6.87K ﹤0.01%
791
1503
$6.85K ﹤0.01%
+58
1504
$6.82K ﹤0.01%
200
-400
1505
$6.82K ﹤0.01%
162
1506
$6.76K ﹤0.01%
96
-10
1507
$6.73K ﹤0.01%
12
+2
1508
$6.69K ﹤0.01%
252
+6
1509
$6.66K ﹤0.01%
293
1510
$6.66K ﹤0.01%
61
1511
$6.66K ﹤0.01%
115
1512
$6.65K ﹤0.01%
308
1513
$6.63K ﹤0.01%
320
1514
$6.63K ﹤0.01%
32
+25
1515
$6.56K ﹤0.01%
259
1516
$6.55K ﹤0.01%
100
1517
$6.54K ﹤0.01%
266
1518
$6.53K ﹤0.01%
54
1519
$6.53K ﹤0.01%
+75
1520
$6.44K ﹤0.01%
104
1521
$6.43K ﹤0.01%
27
+23
1522
$6.43K ﹤0.01%
+106
1523
$6.42K ﹤0.01%
46
+25
1524
$6.41K ﹤0.01%
1,000
-1,000
1525
$6.34K ﹤0.01%
174
+66