AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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 4.6%
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
2176
-98
2177
-139
2178
0
2179
-534
2180
-9
2181
-312
2182
-3
2183
-30
2184
-5
2185
-2,500
2186
-2
2187
-12
2188
-852
2189
-215
2190
-18
2191
-500
2192
-1,386
2193
-15
2194
-40
2195
-3
2196
-346
2197
-318
2198
0
2199
-8
2200
-1,068