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
376
$321K 0.03%
16,074
+11,355
377
$320K 0.03%
624
+23
378
$320K 0.03%
10,670
+2,201
379
$319K 0.03%
6,452
+1,749
380
$319K 0.03%
9,687
+1,292
381
$318K 0.03%
7,030
-589
382
$318K 0.03%
2,398
-148
383
$317K 0.03%
815
-20
384
$314K 0.03%
1,121
-56
385
$313K 0.03%
4,852
-1,317
386
$313K 0.03%
1,658
-24
387
$312K 0.03%
3,960
-175
388
$308K 0.03%
10,354
-753
389
$303K 0.03%
8,810
+180
390
$303K 0.03%
3,230
-1,045
391
$302K 0.03%
4,777
+231
392
$301K 0.03%
1,212
-205
393
$299K 0.03%
7,863
+1,098
394
$295K 0.03%
4,486
+10
395
$295K 0.03%
11,957
396
$294K 0.03%
13,458
+861
397
$293K 0.03%
24,853
+1,861
398
$293K 0.03%
4,347
-61
399
$293K 0.03%
16,192
+128
400
$293K 0.03%
624
-19
14 15
16
17 18