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
326
$413K 0.04%
4,123
+990
327
$410K 0.04%
2,282
-155
328
$409K 0.04%
20,178
+246
329
$408K 0.04%
2,465
-459
330
$408K 0.04%
2,390
-864
331
$407K 0.04%
11,666
-58
332
$404K 0.04%
3,982
+478
333
$403K 0.04%
13,412
+1,902
334
$403K 0.04%
5,837
+313
335
$400K 0.04%
7,904
336
$398K 0.04%
14,173
-841
337
$396K 0.04%
11,782
+514
338
$394K 0.04%
626
+7
339
$394K 0.04%
5,531
-8,915
340
$393K 0.04%
5,651
-229
341
$386K 0.04%
2,720
+206
342
$381K 0.04%
6,765
+135
343
$379K 0.04%
2,416
-561
344
$378K 0.04%
19,302
+241
345
$374K 0.04%
3,074
-25
346
$369K 0.04%
5,113
-1,116
347
$369K 0.04%
12,553
+425
348
$366K 0.04%
36,729
+133
349
$366K 0.04%
6,322
-34,947
350
$364K 0.04%
12,120
-13,591
12 13
14
15 16