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
626
$98.8K 0.01%
1,568
-5,389
627
$98.3K 0.01%
1,929
-91
628
$97.9K 0.01%
3,067
+1,867
629
$97.8K 0.01%
6,650
+3,600
630
$97.6K 0.01%
2,961
-5,832
631
$97.3K 0.01%
1,477
+242
632
$96K 0.01%
4,368
+78
633
$95.8K 0.01%
2,696
+222
634
$95.8K 0.01%
4,048
+156
635
$95.2K 0.01%
1,165
+210
636
$94.9K 0.01%
1,165
+51
637
$94.7K 0.01%
1,472
-1,212
638
$93.7K 0.01%
540
-105
639
$92.3K 0.01%
672
+122
640
$91.8K 0.01%
2,960
+5
641
$91.5K 0.01%
2,676
-105
642
$91.3K 0.01%
1,002
-875
643
$90.7K 0.01%
1,102
-534
644
$90.6K 0.01%
1,000
645
$90K 0.01%
438
-48
646
$89.9K 0.01%
4,462
647
$89.3K 0.01%
238
+168
648
$89.3K 0.01%
1,410
+325
649
$88.5K 0.01%
4,308
-50
650
$88K 0.01%
2,682
24 25
26
27 28