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
301
$496K 0.05%
16,950
-900
302
$492K 0.05%
35,351
+5,600
303
$488K 0.05%
18,048
-1,685
304
$485K 0.05%
19,302
+913
305
$485K 0.05%
46,684
-1,705
306
$483K 0.05%
682
+2
307
$478K 0.05%
9,888
+84
308
$471K 0.05%
7,251
-1,251
309
$469K 0.05%
14,286
-405
310
$468K 0.05%
8,909
+23
311
$468K 0.05%
9,695
-10,332
312
$461K 0.05%
25,109
+1,919
313
$457K 0.05%
15,522
-19,917
314
$446K 0.04%
12,296
-174
315
$445K 0.04%
9,606
-3,239
316
$445K 0.04%
7,402
-4,953
317
$440K 0.04%
1,331
+170
318
$439K 0.04%
11,540
+180
319
$431K 0.04%
789
-17
320
$427K 0.04%
2,984
-7
321
$427K 0.04%
5,751
-2,956
322
$420K 0.04%
3,249
-7,996
323
$415K 0.04%
4,950
-238
324
$415K 0.04%
7,420
+760
325
$414K 0.04%
27,678
+2,146
11 12
13
14 15