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
551
$137K 0.01%
5,459
-194
552
$136K 0.01%
2,081
-323
553
$136K 0.01%
3,671
-10,682
554
$136K 0.01%
349
+77
555
$135K 0.01%
2,550
-1,738
556
$135K 0.01%
582
-659
557
$134K 0.01%
7,512
+27
558
$134K 0.01%
1,287
-1,932
559
$134K 0.01%
2,829
+250
560
$133K 0.01%
1,067
+22
561
$132K 0.01%
3,191
+136
562
$132K 0.01%
975
-208
563
$131K 0.01%
474
-67
564
$131K 0.01%
2,977
565
$130K 0.01%
1,459
+26
566
$130K 0.01%
1,230
-129
567
$129K 0.01%
6,100
-2,000
568
$129K 0.01%
415
+47
569
$129K 0.01%
3,126
-9,801
570
$127K 0.01%
4,622
+340
571
$127K 0.01%
495
+29
572
$127K 0.01%
1,481
-30
573
$124K 0.01%
1,509
-1,628
574
$124K 0.01%
708
-51
575
$124K 0.01%
1,238
+30
21 22
23
24 25