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
1776
$1.85K ﹤0.01%
55
1777
$1.8K ﹤0.01%
618
1778
$1.8K ﹤0.01%
+28
1779
$1.78K ﹤0.01%
48
+43
1780
$1.76K ﹤0.01%
19
-4
1781
$1.75K ﹤0.01%
20
1782
$1.74K ﹤0.01%
58
1783
$1.72K ﹤0.01%
+75
1784
$1.7K ﹤0.01%
+45
1785
$1.7K ﹤0.01%
75
1786
$1.7K ﹤0.01%
22
-578
1787
$1.69K ﹤0.01%
66
1788
$1.68K ﹤0.01%
+44
1789
$1.67K ﹤0.01%
79
-7
1790
$1.66K ﹤0.01%
20
+5
1791
$1.65K ﹤0.01%
13
-10
1792
$1.62K ﹤0.01%
200
1793
$1.62K ﹤0.01%
27
-1,495
1794
$1.61K ﹤0.01%
+28
1795
$1.61K ﹤0.01%
20
+5
1796
$1.6K ﹤0.01%
140
1797
$1.59K ﹤0.01%
21
-2
1798
$1.59K ﹤0.01%
+300
1799
$1.57K ﹤0.01%
+92
1800
$1.57K ﹤0.01%
550