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
2126
0
2127
$33 ﹤0.01%
+2
2128
$28 ﹤0.01%
19
2129
$25 ﹤0.01%
+21
2130
$22 ﹤0.01%
1
2131
$20 ﹤0.01%
+1
2132
$20 ﹤0.01%
+4
2133
$20 ﹤0.01%
3
2134
$18 ﹤0.01%
+3
2135
$16 ﹤0.01%
+1
2136
$13 ﹤0.01%
+7
2137
$12 ﹤0.01%
+1
2138
$9 ﹤0.01%
+1
2139
$7 ﹤0.01%
+1
2140
$5 ﹤0.01%
+1
2141
$4 ﹤0.01%
+5
2142
$3 ﹤0.01%
2
2143
$3 ﹤0.01%
3
2144
$2 ﹤0.01%
16
2145
$1 ﹤0.01%
+1
2146
-1
2147
-1
2148
-200
2149
0
2150
-60