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
501
$169K 0.02%
7,147
+2,737
502
$169K 0.02%
2,346
+167
503
$169K 0.02%
1,126
-228
504
$168K 0.02%
11,771
+3,264
505
$168K 0.02%
523
+58
506
$167K 0.02%
936
+14
507
$166K 0.02%
3,997
-200
508
$166K 0.02%
1,358
+127
509
$165K 0.02%
1,196
+129
510
$163K 0.02%
3,884
+20
511
$162K 0.02%
5,850
+3,650
512
$162K 0.02%
2,210
+400
513
$162K 0.02%
669
+33
514
$162K 0.02%
8,041
-440
515
$161K 0.02%
1,187
+36
516
$160K 0.02%
1,402
-400
517
$160K 0.02%
667
+29
518
$160K 0.02%
4,439
+8
519
$160K 0.02%
1,090
+180
520
$159K 0.02%
2,347
+102
521
$159K 0.02%
2,511
522
$158K 0.02%
11,239
-5,016
523
$158K 0.02%
3,718
+493
524
$157K 0.02%
13,051
+400
525
$157K 0.02%
1,358
-183
19 20
21
22 23