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
1576
$5.25K ﹤0.01%
100
1577
$5.25K ﹤0.01%
+39
1578
$5.21K ﹤0.01%
56
1579
$5.15K ﹤0.01%
174
1580
$5.11K ﹤0.01%
211
+209
1581
$5.07K ﹤0.01%
403
1582
$5.07K ﹤0.01%
241
-16
1583
$5.06K ﹤0.01%
800
+50
1584
$5.04K ﹤0.01%
+400
1585
$5.04K ﹤0.01%
+6,258
1586
$4.96K ﹤0.01%
+203
1587
$4.93K ﹤0.01%
122
-33
1588
$4.91K ﹤0.01%
106
1589
$4.88K ﹤0.01%
44
+1
1590
$4.87K ﹤0.01%
462
+48
1591
$4.86K ﹤0.01%
103
-5
1592
$4.75K ﹤0.01%
+143
1593
$4.74K ﹤0.01%
300
+200
1594
$4.68K ﹤0.01%
177
-76
1595
$4.68K ﹤0.01%
56
-1
1596
$4.67K ﹤0.01%
+175
1597
$4.67K ﹤0.01%
52
+45
1598
$4.63K ﹤0.01%
50
-20
1599
$4.56K ﹤0.01%
20
-5
1600
$4.56K ﹤0.01%
100