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
1726
$2.44K ﹤0.01%
7
+1
1727
$2.44K ﹤0.01%
54
-14
1728
$2.44K ﹤0.01%
46
+5
1729
$2.41K ﹤0.01%
59
-225
1730
$2.41K ﹤0.01%
257
1731
$2.4K ﹤0.01%
17
+14
1732
$2.4K ﹤0.01%
8
+3
1733
$2.39K ﹤0.01%
46
1734
$2.38K ﹤0.01%
19
+4
1735
$2.36K ﹤0.01%
225
+7
1736
$2.35K ﹤0.01%
3,581
+580
1737
$2.35K ﹤0.01%
+180
1738
$2.33K ﹤0.01%
500
1739
$2.33K ﹤0.01%
29
1740
$2.31K ﹤0.01%
1,573
1741
$2.31K ﹤0.01%
35
1742
$2.31K ﹤0.01%
54
-5
1743
$2.31K ﹤0.01%
148
1744
$2.3K ﹤0.01%
100
1745
$2.29K ﹤0.01%
+25
1746
$2.28K ﹤0.01%
+48
1747
$2.28K ﹤0.01%
300
1748
$2.24K ﹤0.01%
+200
1749
$2.21K ﹤0.01%
+42
1750
$2.21K ﹤0.01%
+2,800