AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 7.11%
2 Financials 4.61%
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
2151
-5,444
2152
-1,101
2153
-300
2154
-800
2155
-2
2156
-88
2157
-15
2158
-6
2159
-639
2160
-3
2161
-150
2162
-200
2163
-3
2164
-1,800
2165
-1
2166
-3
2167
-7
2168
-1,135
2169
-774
2170
-170
2171
-450
2172
-200
2173
-500
2174
-1,114
2175
-8