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
$1.55B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,368
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.59%
2 Financials 4.14%
3 Industrials 3.63%
4 Healthcare 2.77%
5 Consumer Discretionary 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SBAC icon
1701
SBA Communications
SBAC
$20.3B
$3.99K ﹤0.01%
17
-18
LVHD icon
1702
Franklin US Low Volatility High Dividend Index ETF
LVHD
$579M
$3.99K ﹤0.01%
+100
FANG icon
1703
Diamondback Energy
FANG
$42.1B
$3.98K ﹤0.01%
29
+3
SMOG icon
1704
VanEck Low Carbon Energy ETF
SMOG
$129M
$3.97K ﹤0.01%
36
ROST icon
1705
Ross Stores
ROST
$59.1B
$3.96K ﹤0.01%
31
+10
KWEB icon
1706
KraneShares CSI China Internet ETF
KWEB
$8.71B
$3.91K ﹤0.01%
114
+88
LEN icon
1707
Lennar Class A
LEN
$26.8B
$3.87K ﹤0.01%
35
+1
CRON
1708
Cronos Group
CRON
$1.14B
$3.82K ﹤0.01%
2,000
CHRD icon
1709
Chord Energy
CHRD
$5.13B
$3.78K ﹤0.01%
39
+8
BJ icon
1710
BJs Wholesale Club
BJ
$12.4B
$3.77K ﹤0.01%
35
-2
MORN icon
1711
Morningstar
MORN
$8.59B
$3.77K ﹤0.01%
12
+4
SFIX icon
1712
Stitch Fix
SFIX
$709M
$3.7K ﹤0.01%
1,000
DG icon
1713
Dollar General
DG
$30.1B
$3.66K ﹤0.01%
32
+8
ARKG icon
1714
ARK Genomic Revolution ETF
ARKG
$1.24B
$3.65K ﹤0.01%
150
PLAB icon
1715
Photronics
PLAB
$1.94B
$3.65K ﹤0.01%
194
CNX icon
1716
CNX Resources
CNX
$5B
$3.64K ﹤0.01%
108
BFAM icon
1717
Bright Horizons
BFAM
$5.85B
$3.58K ﹤0.01%
29
J icon
1718
Jacobs Solutions
J
$15.8B
$3.55K ﹤0.01%
27
+5
AXTA icon
1719
Axalta
AXTA
$6.83B
$3.53K ﹤0.01%
119
+107
SGML icon
1720
Sigma Lithium
SGML
$1.29B
$3.52K ﹤0.01%
+781
EXE
1721
Expand Energy Corp
EXE
$25.7B
$3.51K ﹤0.01%
30
-25
DSU icon
1722
BlackRock Debt Strategies Fund
DSU
$637M
$3.48K ﹤0.01%
330
AR icon
1723
Antero Resources
AR
$10.3B
$3.46K ﹤0.01%
86
+15
CSW
1724
CSW Industrials
CSW
$5.1B
$3.44K ﹤0.01%
+12
HLNE icon
1725
Hamilton Lane
HLNE
$5.88B
$3.41K ﹤0.01%
24
+20