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
526
$157K 0.02%
1,377
527
$156K 0.02%
632
+19
528
$155K 0.02%
2,230
529
$155K 0.02%
991
+24
530
$153K 0.02%
7,308
531
$153K 0.02%
479
-78
532
$151K 0.01%
4,935
533
$151K 0.01%
787
+387
534
$149K 0.01%
886
+29
535
$148K 0.01%
1,317
-476
536
$148K 0.01%
1,685
-6,313
537
$148K 0.01%
1,607
-457
538
$148K 0.01%
1,857
-2,656
539
$148K 0.01%
1,029
540
$147K 0.01%
849
-3,116
541
$147K 0.01%
4,230
-6,000
542
$147K 0.01%
3,189
543
$146K 0.01%
2,685
-79
544
$144K 0.01%
4,600
+500
545
$144K 0.01%
3,020
546
$142K 0.01%
2,794
+467
547
$142K 0.01%
1,945
548
$142K 0.01%
4,400
549
$138K 0.01%
470
+5
550
$138K 0.01%
791
+29
20 21
22
23 24