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
601
$109K 0.01%
4,568
602
$108K 0.01%
2,467
-1,143
603
$108K 0.01%
1,118
+9
604
$108K 0.01%
3,038
+189
605
$107K 0.01%
3,106
-110
606
$107K 0.01%
+3,582
607
$107K 0.01%
4,298
+3,172
608
$107K 0.01%
1,307
+68
609
$106K 0.01%
+2,315
610
$106K 0.01%
3,660
611
$105K 0.01%
1,828
-30
612
$105K 0.01%
2,511
+268
613
$105K 0.01%
1,553
+590
614
$105K 0.01%
3,194
-11
615
$104K 0.01%
2,000
616
$104K 0.01%
2,203
-2
617
$104K 0.01%
2,000
618
$103K 0.01%
1,192
+6
619
$103K 0.01%
1,086
+14
620
$102K 0.01%
750
621
$102K 0.01%
1,907
622
$101K 0.01%
1,400
+19
623
$100K 0.01%
6,089
624
$99.5K 0.01%
2,316
-9
625
$98.9K 0.01%
2,676
-27
23 24
25
26 27