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
2226
-200
2227
-450
2228
-170
2229
-774
2230
-1,135
2231
-7
2232
-3
2233
-3
2234
-200
2235
-150
2236
-639
2237
-6
2238
-1,101
2239
-5,444
2240
0
2241
$0 ﹤0.01%
4
2242
-17