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
1651
$3.68K ﹤0.01%
12
+10
1652
$3.67K ﹤0.01%
322
-613
1653
$3.65K ﹤0.01%
36
1654
$3.62K ﹤0.01%
2,000
+1,970
1655
$3.61K ﹤0.01%
31
+4
1656
$3.54K ﹤0.01%
305
1657
$3.54K ﹤0.01%
3
+1
1658
$3.53K ﹤0.01%
27
+23
1659
$3.52K ﹤0.01%
+32
1660
$3.51K ﹤0.01%
247
+16
1661
$3.5K ﹤0.01%
115
1662
$3.49K ﹤0.01%
31
-1
1663
$3.45K ﹤0.01%
46
+45
1664
$3.44K ﹤0.01%
330
1665
$3.4K ﹤0.01%
108
1666
$3.38K ﹤0.01%
+62
1667
$3.38K ﹤0.01%
173
-134
1668
$3.38K ﹤0.01%
49
-358
1669
$3.35K ﹤0.01%
+111
1670
$3.34K ﹤0.01%
290
+11
1671
$3.31K ﹤0.01%
21
+5
1672
$3.3K ﹤0.01%
232
1673
$3.25K ﹤0.01%
+1,000
1674
$3.25K ﹤0.01%
83
+74
1675
$3.23K ﹤0.01%
37
+30