AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 +$1.67M
2 +$1.57M
3 +$961K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$921K
5
CSX icon
CSX Corp
CSX
+$892K

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
-1
2152
-98
2153
-139
2154
0
2155
-534
2156
-9
2157
-312
2158
-3
2159
-30
2160
0
2161
-8
2162
-1,068
2163
-1
2164
-2
2165
-600
2166
-3
2167
-375
2168
-8
2169
-1,114
2170
-500
2171
-1
2172
-1,800
2173
-3
2174
-15
2175
-88