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
1626
$4.04K ﹤0.01%
62
+54
1627
$4.03K ﹤0.01%
+194
1628
$4.03K ﹤0.01%
142
+138
1629
$3.98K ﹤0.01%
+566
1630
$3.9K ﹤0.01%
34
+2
1631
$3.9K ﹤0.01%
+245
1632
$3.9K ﹤0.01%
+133
1633
$3.89K ﹤0.01%
39
1634
$3.89K ﹤0.01%
48
1635
$3.89K ﹤0.01%
+145
1636
$3.88K ﹤0.01%
88
1637
$3.87K ﹤0.01%
59
1638
$3.87K ﹤0.01%
51
1639
$3.82K ﹤0.01%
50
-4,052
1640
$3.82K ﹤0.01%
+157
1641
$3.81K ﹤0.01%
17
+2
1642
$3.8K ﹤0.01%
57
+24
1643
$3.8K ﹤0.01%
157
-3,211
1644
$3.78K ﹤0.01%
300
1645
$3.73K ﹤0.01%
54
+5
1646
$3.73K ﹤0.01%
50
1647
$3.73K ﹤0.01%
269
-23
1648
$3.72K ﹤0.01%
411
1649
$3.71K ﹤0.01%
+100
1650
$3.68K ﹤0.01%
29
+5