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
1701
$2.75K ﹤0.01%
+119
1702
$2.75K ﹤0.01%
+33
1703
$2.7K ﹤0.01%
30
1704
$2.69K ﹤0.01%
15
1705
$2.68K ﹤0.01%
21
+5
1706
$2.68K ﹤0.01%
41
1707
$2.66K ﹤0.01%
22
-4
1708
$2.65K ﹤0.01%
10
1709
$2.63K ﹤0.01%
+100
1710
$2.63K ﹤0.01%
100
1711
$2.6K ﹤0.01%
50
1712
$2.6K ﹤0.01%
+100
1713
$2.59K ﹤0.01%
315
-980
1714
$2.58K ﹤0.01%
+97
1715
$2.58K ﹤0.01%
+75
1716
$2.54K ﹤0.01%
+86
1717
$2.53K ﹤0.01%
1,184
1718
$2.51K ﹤0.01%
34
+33
1719
$2.5K ﹤0.01%
+101
1720
$2.49K ﹤0.01%
+57
1721
$2.46K ﹤0.01%
33
+1
1722
$2.46K ﹤0.01%
+74
1723
$2.45K ﹤0.01%
14
1724
$2.45K ﹤0.01%
99
1725
$2.44K ﹤0.01%
+37