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
426
$255K 0.03%
4,339
-513
427
$253K 0.02%
1,408
+135
428
$250K 0.02%
4,758
-3,318
429
$250K 0.02%
1,522
-72
430
$250K 0.02%
4,958
-151
431
$249K 0.02%
5,780
-71
432
$248K 0.02%
8,096
-270
433
$247K 0.02%
10,232
+84
434
$247K 0.02%
1,254
-138
435
$246K 0.02%
5,850
+5,480
436
$243K 0.02%
3,590
-864
437
$241K 0.02%
5,165
+4
438
$239K 0.02%
7,867
-7,649
439
$239K 0.02%
70,446
-21,361
440
$239K 0.02%
901
+49
441
$239K 0.02%
9,630
-2,095
442
$235K 0.02%
20,212
-23,427
443
$234K 0.02%
28,587
+525
444
$234K 0.02%
908
+206
445
$234K 0.02%
1,059
+68
446
$230K 0.02%
7,409
447
$229K 0.02%
675
+41
448
$229K 0.02%
3,894
+56
449
$228K 0.02%
8,953
-611
450
$226K 0.02%
10,531
+624
16 17
18
19 20