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
1901
$704 ﹤0.01%
10
1902
$690 ﹤0.01%
500
1903
$689 ﹤0.01%
5
1904
$685 ﹤0.01%
7
+2
1905
$679 ﹤0.01%
+98
1906
$675 ﹤0.01%
6
+2
1907
$672 ﹤0.01%
100
1908
$662 ﹤0.01%
76
-16
1909
$659 ﹤0.01%
11
+5
1910
$650 ﹤0.01%
+7
1911
$645 ﹤0.01%
6
+3
1912
$644 ﹤0.01%
68
1913
$637 ﹤0.01%
3
-5
1914
$625 ﹤0.01%
7
+6
1915
$623 ﹤0.01%
+100
1916
$622 ﹤0.01%
27
1917
$606 ﹤0.01%
28
1918
$605 ﹤0.01%
27
1919
$605 ﹤0.01%
68
1920
$602 ﹤0.01%
6
1921
$598 ﹤0.01%
40
1922
$595 ﹤0.01%
+4
1923
$592 ﹤0.01%
+9
1924
$583 ﹤0.01%
40
1925
$577 ﹤0.01%
+19