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
1551
$5.87K ﹤0.01%
110
-6
1552
$5.85K ﹤0.01%
47
+40
1553
$5.82K ﹤0.01%
+133
1554
$5.81K ﹤0.01%
35
1555
$5.8K ﹤0.01%
+120
1556
$5.79K ﹤0.01%
+101
1557
$5.78K ﹤0.01%
+99
1558
$5.73K ﹤0.01%
60
1559
$5.72K ﹤0.01%
33
+11
1560
$5.69K ﹤0.01%
51
-2
1561
$5.66K ﹤0.01%
+646
1562
$5.65K ﹤0.01%
+272
1563
$5.63K ﹤0.01%
+143
1564
$5.57K ﹤0.01%
142
1565
$5.56K ﹤0.01%
+68
1566
$5.54K ﹤0.01%
+58
1567
$5.54K ﹤0.01%
9
1568
$5.54K ﹤0.01%
248
+198
1569
$5.48K ﹤0.01%
+119
1570
$5.44K ﹤0.01%
52
1571
$5.38K ﹤0.01%
+134
1572
$5.35K ﹤0.01%
102
-7
1573
$5.32K ﹤0.01%
46
+2
1574
$5.31K ﹤0.01%
40
1575
$5.29K ﹤0.01%
+58