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
1751
$2.21K ﹤0.01%
+54
1752
$2.2K ﹤0.01%
25
1753
$2.2K ﹤0.01%
27
+21
1754
$2.19K ﹤0.01%
42
1755
$2.16K ﹤0.01%
+40
1756
$2.11K ﹤0.01%
24
-4
1757
$2.09K ﹤0.01%
129
+34
1758
$2.06K ﹤0.01%
17
-1
1759
$2.06K ﹤0.01%
230
1760
$2.06K ﹤0.01%
21
1761
$2.05K ﹤0.01%
15
-47
1762
$2.05K ﹤0.01%
113
1763
$2.03K ﹤0.01%
250
1764
$2.03K ﹤0.01%
37
-171
1765
$2.02K ﹤0.01%
+99
1766
$2K ﹤0.01%
89
1767
$1.95K ﹤0.01%
+296
1768
$1.94K ﹤0.01%
+11
1769
$1.93K ﹤0.01%
30
+11
1770
$1.91K ﹤0.01%
+263
1771
$1.9K ﹤0.01%
165
1772
$1.9K ﹤0.01%
39
1773
$1.89K ﹤0.01%
17
1774
$1.88K ﹤0.01%
+16
1775
$1.88K ﹤0.01%
615
+200