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
576
$123K 0.01%
3,025
-893
577
$123K 0.01%
1,090
+200
578
$123K 0.01%
1,645
+51
579
$123K 0.01%
4,279
+2
580
$123K 0.01%
2,444
+49
581
$122K 0.01%
1,240
-42
582
$121K 0.01%
1,633
-4,159
583
$121K 0.01%
9,674
-760
584
$121K 0.01%
656
+11
585
$120K 0.01%
2,079
586
$120K 0.01%
1,440
-33
587
$118K 0.01%
569
+16
588
$118K 0.01%
1,911
+11
589
$118K 0.01%
911
-4,155
590
$115K 0.01%
1,964
+284
591
$113K 0.01%
4,070
592
$113K 0.01%
1,349
+67
593
$113K 0.01%
2,448
-265
594
$113K 0.01%
5,502
595
$113K 0.01%
2,030
596
$112K 0.01%
2,259
+972
597
$112K 0.01%
1,908
598
$111K 0.01%
1,648
-53,847
599
$111K 0.01%
30,794
600
$110K 0.01%
4,915
+3,265
22 23
24
25 26