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
1876
$868 ﹤0.01%
89
1877
$866 ﹤0.01%
100
1878
$842 ﹤0.01%
20
1879
$840 ﹤0.01%
350
1880
$828 ﹤0.01%
1,000
1881
$825 ﹤0.01%
29
1882
$824 ﹤0.01%
+16
1883
$818 ﹤0.01%
20
-2
1884
$813 ﹤0.01%
8
1885
$810 ﹤0.01%
3
1886
$802 ﹤0.01%
3
+2
1887
$794 ﹤0.01%
4
+2
1888
$788 ﹤0.01%
+10
1889
$779 ﹤0.01%
10
+4
1890
$768 ﹤0.01%
8
1891
$764 ﹤0.01%
50
1892
$762 ﹤0.01%
3
1893
$752 ﹤0.01%
4
+2
1894
$742 ﹤0.01%
20
-3
1895
$732 ﹤0.01%
+29
1896
$725 ﹤0.01%
+77
1897
$721 ﹤0.01%
4
+1
1898
$716 ﹤0.01%
2
1899
$716 ﹤0.01%
7
1900
$716 ﹤0.01%
25