AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,532
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$2.45M
3
+$2.34M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.22M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.17M

Top Sells

1
+$3.62M
2
+$3.15M
3
+$2.71M
4
BAC icon
Bank of America
BAC
+$2.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.2M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.61%
3 Industrials 4.3%
4 Financials 4.15%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$839K 0.08%
8,413
+124
227
$835K 0.08%
49,963
+3,121
228
$827K 0.08%
39,964
+653
229
$819K 0.08%
2,433
+1,675
230
$815K 0.08%
9,586
-9,420
231
$811K 0.08%
5,557
+5,530
232
$807K 0.08%
25,823
-1,848
233
$801K 0.08%
47,650
-4,854
234
$795K 0.08%
29,212
+1,841
235
$785K 0.08%
19,188
+17,947
236
$779K 0.08%
12,413
+63
237
$779K 0.08%
67,535
-3,409
238
$775K 0.08%
25,866
-1,045
239
$765K 0.08%
3,471
-760
240
$764K 0.08%
8,560
241
$763K 0.08%
14,619
+773
242
$758K 0.07%
22,144
-1,916
243
$754K 0.07%
26,263
+4,075
244
$747K 0.07%
6,904
+1,080
245
$746K 0.07%
21,235
-15,802
246
$742K 0.07%
17,012
-1,397
247
$716K 0.07%
9,214
-10,564
248
$716K 0.07%
6,283
-23,786
249
$711K 0.07%
1,389
+1,218
250
$709K 0.07%
21,700
-1,200
8 9
10
11 12