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
1851
$1.13K ﹤0.01%
49
1852
$1.12K ﹤0.01%
18
1853
$1.11K ﹤0.01%
8
-1
1854
$1.09K ﹤0.01%
203
+151
1855
$1.08K ﹤0.01%
54
1856
$1.08K ﹤0.01%
33
1857
$1.08K ﹤0.01%
11
+7
1858
$1.07K ﹤0.01%
35
-3
1859
$1.05K ﹤0.01%
17
1860
$1.03K ﹤0.01%
+26
1861
$1.02K ﹤0.01%
+11
1862
$1.02K ﹤0.01%
1,033
1863
$1.02K ﹤0.01%
39
1864
$1.01K ﹤0.01%
9
+6
1865
$1K ﹤0.01%
26
1866
$983 ﹤0.01%
660
1867
$964 ﹤0.01%
18
+13
1868
$962 ﹤0.01%
12
+10
1869
$961 ﹤0.01%
+50
1870
$940 ﹤0.01%
22
+19
1871
$924 ﹤0.01%
23
-4
1872
$917 ﹤0.01%
+64
1873
$916 ﹤0.01%
119
1874
$908 ﹤0.01%
+26
1875
$896 ﹤0.01%
+19