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
1676
$3.23K ﹤0.01%
132
1677
$3.2K ﹤0.01%
+25
1678
$3.15K ﹤0.01%
70
+60
1679
$3.14K ﹤0.01%
530
+480
1680
$3.13K ﹤0.01%
57
1681
$3.12K ﹤0.01%
322
+224
1682
$3.11K ﹤0.01%
150
-145
1683
$3.07K ﹤0.01%
75
+6
1684
$3.05K ﹤0.01%
63
-341
1685
$3.04K ﹤0.01%
19
+4
1686
$3.04K ﹤0.01%
+230
1687
$2.96K ﹤0.01%
247
1688
$2.96K ﹤0.01%
+5
1689
$2.95K ﹤0.01%
77
+72
1690
$2.95K ﹤0.01%
38
+3
1691
$2.95K ﹤0.01%
62
1692
$2.94K ﹤0.01%
52
-2
1693
$2.94K ﹤0.01%
30
+4
1694
$2.91K ﹤0.01%
+206
1695
$2.9K ﹤0.01%
57
+49
1696
$2.87K ﹤0.01%
71
-1
1697
$2.85K ﹤0.01%
+133
1698
$2.84K ﹤0.01%
49
1699
$2.83K ﹤0.01%
65
1700
$2.81K ﹤0.01%
41
+5