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
2176
-2
2177
-800
2178
-300
2179
-29,631
2180
-247
2181
-1
2182
-1
2183
-200
2184
0
2185
-60
2186
-10
2187
-828
2188
-1
2189
-500
2190
-1
2191
-3
2192
-50
2193
-75
2194
-852
2195
-53
2196
-4
2197
-25
2198
-1
2199
-37
2200
-435