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
1601
$4.53K ﹤0.01%
137
1602
$4.53K ﹤0.01%
157
1603
$4.52K ﹤0.01%
102
+93
1604
$4.51K ﹤0.01%
71
+41
1605
$4.5K ﹤0.01%
106
1606
$4.48K ﹤0.01%
26
-191
1607
$4.47K ﹤0.01%
115
1608
$4.43K ﹤0.01%
75
-1
1609
$4.42K ﹤0.01%
163
+1
1610
$4.38K ﹤0.01%
+13
1611
$4.34K ﹤0.01%
330
-449
1612
$4.3K ﹤0.01%
235
-1,504
1613
$4.27K ﹤0.01%
+62
1614
$4.25K ﹤0.01%
84
1615
$4.22K ﹤0.01%
+108
1616
$4.22K ﹤0.01%
37
+1
1617
$4.22K ﹤0.01%
38
+37
1618
$4.17K ﹤0.01%
76
+1
1619
$4.17K ﹤0.01%
37
1620
$4.16K ﹤0.01%
26
+2
1621
$4.13K ﹤0.01%
9
+8
1622
$4.1K ﹤0.01%
2,850
1623
$4.08K ﹤0.01%
100
-200
1624
$4.07K ﹤0.01%
72
-89
1625
$4.05K ﹤0.01%
53
+24