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
451
$225K 0.02%
9,447
+180
452
$224K 0.02%
970
-1
453
$220K 0.02%
1,559
+385
454
$219K 0.02%
2,199
-804
455
$219K 0.02%
958
+84
456
$217K 0.02%
3,962
-989
457
$216K 0.02%
6,761
-470
458
$215K 0.02%
3,417
-9,284
459
$214K 0.02%
5,443
-5
460
$213K 0.02%
5,450
-217
461
$213K 0.02%
642
+35
462
$213K 0.02%
4,323
+4
463
$208K 0.02%
8,860
-408
464
$207K 0.02%
1,771
-1,260
465
$207K 0.02%
880
+7
466
$206K 0.02%
1,446
+242
467
$204K 0.02%
6,550
468
$203K 0.02%
848
-1,743
469
$202K 0.02%
1,964
-1,146
470
$202K 0.02%
2,034
-6,509
471
$202K 0.02%
3,291
+1,131
472
$198K 0.02%
2,228
+154
473
$197K 0.02%
5,551
-315
474
$197K 0.02%
1,405
-65
475
$197K 0.02%
8,932
+150
17 18
19
20 21