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
401
$290K 0.03%
1,758
-83
402
$290K 0.03%
220
+3
403
$289K 0.03%
5,795
+2,269
404
$288K 0.03%
5,878
-1,330
405
$288K 0.03%
8,775
-40
406
$288K 0.03%
4,792
-12
407
$286K 0.03%
4,412
-6,926
408
$282K 0.03%
2,524
409
$282K 0.03%
2,131
-5,957
410
$280K 0.03%
1,828
+222
411
$277K 0.03%
24,816
-7,057
412
$276K 0.03%
2,906
-144
413
$268K 0.03%
2,754
-17
414
$268K 0.03%
2,786
-3,557
415
$266K 0.03%
767
+5
416
$266K 0.03%
9,010
-16,890
417
$266K 0.03%
1,001
+420
418
$264K 0.03%
3,856
+131
419
$264K 0.03%
2,845
-803
420
$264K 0.03%
7,226
+11
421
$257K 0.03%
14,700
-355
422
$256K 0.03%
2,456
-4,624
423
$256K 0.03%
746
-1,036
424
$256K 0.03%
5,523
-1,765
425
$255K 0.03%
6,712
-281
15 16
17
18 19