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
1826
$1.33K ﹤0.01%
+18
1827
$1.32K ﹤0.01%
+500
1828
$1.32K ﹤0.01%
15
+3
1829
$1.29K ﹤0.01%
+14
1830
$1.29K ﹤0.01%
36
-26
1831
$1.28K ﹤0.01%
230
1832
$1.26K ﹤0.01%
+50
1833
$1.25K ﹤0.01%
19
+1
1834
$1.25K ﹤0.01%
6
+3
1835
$1.25K ﹤0.01%
42
-169
1836
$1.24K ﹤0.01%
5
+3
1837
$1.23K ﹤0.01%
91
1838
$1.21K ﹤0.01%
11
-7
1839
$1.21K ﹤0.01%
78
1840
$1.2K ﹤0.01%
101
1841
$1.19K ﹤0.01%
150
1842
$1.19K ﹤0.01%
47
1843
$1.18K ﹤0.01%
9
-3
1844
$1.17K ﹤0.01%
9
-1
1845
$1.16K ﹤0.01%
5
1846
$1.16K ﹤0.01%
44
1847
$1.16K ﹤0.01%
11
+9
1848
$1.16K ﹤0.01%
35
+24
1849
$1.14K ﹤0.01%
+30
1850
$1.14K ﹤0.01%
48
-5