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
Energy Select Sector SPDR Fund
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
Industrial Select Sector SPDR Fund
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
26
$7.82M 0.77%
147,006
+597
27
$7.67M 0.75%
196,830
+19,381
28
$7.55M 0.74%
35,416
-8,334
29
$7.52M 0.74%
175,864
+7,997
30
$7.33M 0.72%
169,219
+8,450
31
$7.14M 0.7%
73,574
-7,800
32
$7.1M 0.7%
239,177
+23,915
33
$7M 0.69%
313,104
+9,670
34
$6.64M 0.65%
45,796
+1,481
35
$6.55M 0.64%
291,548
+10,204
36
$6.49M 0.64%
320,610
+21,980
37
$6.34M 0.62%
136,625
+7,479
38
$6.3M 0.62%
168,410
+11,010
39
$6.08M 0.6%
11,042
+3
40
$6.06M 0.6%
56,305
+1,350
41
$6.06M 0.6%
103,507
+5,435
42
$5.5M 0.54%
97,368
+6,489
43
$5.49M 0.54%
50,045
+885
44
$5.41M 0.53%
38,511
+27
45
$4.93M 0.49%
57,480
-634
46
$4.87M 0.48%
27,559
-1,285
47
$4.84M 0.48%
101,324
+938
48
$4.76M 0.47%
22,227
-4,629
49
$4.7M 0.46%
42,325
-318
50
$4.52M 0.44%
9,293
-373
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