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
251
$707K 0.07%
7,227
+71
252
$706K 0.07%
32,145
-16,330
253
$702K 0.07%
6,654
-10,135
254
$701K 0.07%
8,284
+1,296
255
$700K 0.07%
11,750
+5,749
256
$700K 0.07%
9,747
-738
257
$691K 0.07%
14,127
-1,159
258
$683K 0.07%
16,538
-1,026
259
$678K 0.07%
17,416
+3,224
260
$674K 0.07%
4,563
-1,272
261
$638K 0.06%
12,656
+260
262
$637K 0.06%
19,235
-70,728
263
$631K 0.06%
4,140
-54
264
$628K 0.06%
7,737
+3,600
265
$613K 0.06%
24,913
-7,241
266
$610K 0.06%
6,211
-22,424
267
$609K 0.06%
11,311
+331
268
$601K 0.06%
32,637
+915
269
$598K 0.06%
2,549
-255
270
$597K 0.06%
7,277
+107
271
$592K 0.06%
33,756
+255
272
$586K 0.06%
22,732
-1,864
273
$583K 0.06%
3,841
-9,955
274
$581K 0.06%
9,061
275
$573K 0.06%
14,814
+37
9 10
11
12 13