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
$1.77B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,322
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$12.5M
3 +$7.48M
4
BND icon
Vanguard Total Bond Market
BND
+$7.46M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.84M

Sector Composition

1 Technology 8.05%
2 Financials 3.64%
3 Industrials 3.39%
4 Healthcare 2.61%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HMC icon
1676
Honda
HMC
$39.9B
$4.8K ﹤0.01%
156
PFXF icon
1677
VanEck Preferred Securities ex Financials ETF
PFXF
$2.05B
$4.8K ﹤0.01%
270
+3
SSNC icon
1678
SS&C Technologies
SSNC
$21.1B
$4.79K ﹤0.01%
54
ASH icon
1679
Ashland
ASH
$2.68B
$4.79K ﹤0.01%
100
KWEB icon
1680
KraneShares CSI China Internet ETF
KWEB
$8.7B
$4.79K ﹤0.01%
114
LAC
1681
Lithium Americas
LAC
$1.45B
$4.76K ﹤0.01%
+833
DLS icon
1682
WisdomTree International SmallCap Dividend Fund
DLS
$999M
$4.75K ﹤0.01%
60
+1
CHH icon
1683
Choice Hotels
CHH
$4.3B
$4.7K ﹤0.01%
44
PBI icon
1684
Pitney Bowes
PBI
$1.66B
$4.69K ﹤0.01%
411
APOG icon
1685
Apogee Enterprises
APOG
$868M
$4.68K ﹤0.01%
107
PR icon
1686
Permian Resources
PR
$10.4B
$4.61K ﹤0.01%
360
NYXH
1687
Nyxoah
NYXH
$207M
$4.6K ﹤0.01%
+1,000
CDE icon
1688
Coeur Mining
CDE
$10.8B
$4.6K ﹤0.01%
245
+30
SMOG icon
1689
VanEck Low Carbon Energy ETF
SMOG
$130M
$4.59K ﹤0.01%
36
JBL icon
1690
Jabil
JBL
$22.7B
$4.56K ﹤0.01%
21
+10
DGRE icon
1691
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$139M
$4.55K ﹤0.01%
159
+1
EPP icon
1692
iShares MSCI Pacific ex Japan ETF
EPP
$1.7B
$4.54K ﹤0.01%
88
VOD icon
1693
Vodafone
VOD
$30B
$4.51K ﹤0.01%
389
HERE
1694
Here Group Ltd
HERE
$280M
$4.51K ﹤0.01%
500
DRLL icon
1695
Strive US Energy ETF
DRLL
$236M
$4.47K ﹤0.01%
156
+2
AAL icon
1696
American Airlines Group
AAL
$10.6B
$4.46K ﹤0.01%
397
SILA
1697
Sila Realty Trust
SILA
$1.3B
$4.46K ﹤0.01%
178
+3
PLAB icon
1698
Photronics
PLAB
$2.03B
$4.45K ﹤0.01%
194
ROST icon
1699
Ross Stores
ROST
$59B
$4.42K ﹤0.01%
29
-2
RA
1700
Brookfield Real Assets Income Fund
RA
$712M
$4.41K ﹤0.01%
330