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
351
$362K 0.04%
14,331
-933
352
$362K 0.04%
15,147
-1,010
353
$361K 0.04%
2,318
+7
354
$357K 0.04%
15,362
-1,012
355
$357K 0.04%
17,591
-5,259
356
$354K 0.03%
4,886
+190
357
$353K 0.03%
7,921
+36
358
$347K 0.03%
1,201
+48
359
$345K 0.03%
1,841
-1,533
360
$344K 0.03%
2,664
+171
361
$341K 0.03%
3,016
+60
362
$337K 0.03%
15,653
+825
363
$337K 0.03%
5,063
-53
364
$337K 0.03%
3,568
-85
365
$337K 0.03%
18,790
-300
366
$335K 0.03%
11,900
+34
367
$334K 0.03%
9,794
-638
368
$333K 0.03%
4,146
+24
369
$333K 0.03%
3,531
-734
370
$332K 0.03%
1,744
-1,504
371
$332K 0.03%
6,636
+659
372
$326K 0.03%
3,786
-1,832
373
$324K 0.03%
4,311
-470
374
$323K 0.03%
3,304
-695
375
$322K 0.03%
752
+37
13 14
15
16 17