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
PFXF icon
1676
VanEck Preferred Securities ex Financials ETF
PFXF
$1.96B
$4.8K ﹤0.01%
270
+3
SSNC icon
1677
SS&C Technologies
SSNC
$20.7B
$4.79K ﹤0.01%
54
ASH icon
1678
Ashland
ASH
$2.31B
$4.79K ﹤0.01%
100
KWEB icon
1679
KraneShares CSI China Internet ETF
KWEB
$9.32B
$4.79K ﹤0.01%
114
LAC
1680
Lithium Americas
LAC
$1.66B
$4.76K ﹤0.01%
+833
DLS icon
1681
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$4.75K ﹤0.01%
60
+1
CHH icon
1682
Choice Hotels
CHH
$4.5B
$4.7K ﹤0.01%
44
PBI icon
1683
Pitney Bowes
PBI
$2.03B
$4.69K ﹤0.01%
411
APOG icon
1684
Apogee Enterprises
APOG
$842M
$4.68K ﹤0.01%
107
PR icon
1685
Permian Resources
PR
$9.29B
$4.61K ﹤0.01%
360
NYXH
1686
Nyxoah
NYXH
$211M
$4.6K ﹤0.01%
+1,000
CDE icon
1687
Coeur Mining
CDE
$12B
$4.6K ﹤0.01%
245
+30
SMOG icon
1688
VanEck Low Carbon Energy ETF
SMOG
$138M
$4.59K ﹤0.01%
36
JBL icon
1689
Jabil
JBL
$22.7B
$4.56K ﹤0.01%
21
+10
DGRE icon
1690
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$138M
$4.55K ﹤0.01%
159
+1
EPP icon
1691
iShares MSCI Pacific ex Japan ETF
EPP
$1.83B
$4.54K ﹤0.01%
88
VOD icon
1692
Vodafone
VOD
$28.1B
$4.51K ﹤0.01%
389
QSG
1693
QuantaSing Group
QSG
$391M
$4.51K ﹤0.01%
500
DRLL icon
1694
Strive US Energy ETF
DRLL
$257M
$4.47K ﹤0.01%
156
+2
AAL icon
1695
American Airlines Group
AAL
$9.1B
$4.46K ﹤0.01%
397
SILA
1696
Sila Realty Trust
SILA
$1.31B
$4.46K ﹤0.01%
178
+3
PLAB icon
1697
Photronics
PLAB
$1.41B
$4.45K ﹤0.01%
194
ROST icon
1698
Ross Stores
ROST
$51B
$4.42K ﹤0.01%
29
-2
RA
1699
Brookfield Real Assets Income Fund
RA
$732M
$4.41K ﹤0.01%
330
TAP icon
1700
Molson Coors Class B
TAP
$8.98B
$4.39K ﹤0.01%
97