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
1526
$6.33K ﹤0.01%
104
+57
1527
$6.32K ﹤0.01%
40
1528
$6.31K ﹤0.01%
275
+75
1529
$6.31K ﹤0.01%
1,655
1530
$6.3K ﹤0.01%
+247
1531
$6.29K ﹤0.01%
+19
1532
$6.25K ﹤0.01%
31
1533
$6.21K ﹤0.01%
198
1534
$6.21K ﹤0.01%
58
+57
1535
$6.18K ﹤0.01%
27
-6
1536
$6.18K ﹤0.01%
213
1537
$6.17K ﹤0.01%
+277
1538
$6.16K ﹤0.01%
+188
1539
$6.13K ﹤0.01%
78
+77
1540
$6.12K ﹤0.01%
55
+24
1541
$6.09K ﹤0.01%
+126
1542
$6.07K ﹤0.01%
42
+1
1543
$6.07K ﹤0.01%
589
-14,961
1544
$6.07K ﹤0.01%
45
1545
$6.05K ﹤0.01%
+82
1546
$6K ﹤0.01%
46
+6
1547
$5.96K ﹤0.01%
+1,282
1548
$5.93K ﹤0.01%
100
1549
$5.88K ﹤0.01%
332
1550
$5.88K ﹤0.01%
34
-7