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
476
$197K 0.02%
1,244
+175
477
$195K 0.02%
452
+67
478
$194K 0.02%
1,116
-34
479
$194K 0.02%
3,973
+578
480
$193K 0.02%
876
+855
481
$193K 0.02%
2,110
-580
482
$191K 0.02%
2,470
-8
483
$191K 0.02%
10,484
+34
484
$187K 0.02%
6,437
-24,574
485
$186K 0.02%
2,220
+8
486
$185K 0.02%
10,643
+66
487
$185K 0.02%
6,064
-42,097
488
$184K 0.02%
255
+21
489
$184K 0.02%
2,421
+301
490
$183K 0.02%
793
+784
491
$181K 0.02%
3,185
+1,535
492
$178K 0.02%
2,831
-206
493
$178K 0.02%
997
-51
494
$177K 0.02%
718
+109
495
$176K 0.02%
1,717
-89
496
$176K 0.02%
2,896
497
$175K 0.02%
2,022
-4,442
498
$171K 0.02%
8,842
-31
499
$170K 0.02%
1,542
-121
500
$170K 0.02%
7,603
+39
18 19
20
21 22