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
651
$87.5K 0.01%
1,537
-79
652
$87.4K 0.01%
3,500
653
$87.2K 0.01%
4,037
654
$87K 0.01%
4,781
-302
655
$87K 0.01%
584
+164
656
$86.7K 0.01%
2,223
+22
657
$86.7K 0.01%
2,277
-1
658
$86.5K 0.01%
8,128
659
$86.5K 0.01%
988
660
$84.6K 0.01%
1,600
661
$84.2K 0.01%
2,054
-806
662
$84.1K 0.01%
1,428
+28
663
$83.2K 0.01%
4,137
-64
664
$83K 0.01%
2,300
-500
665
$83K 0.01%
1,660
+130
666
$82.4K 0.01%
2,020
667
$82.2K 0.01%
496
-1
668
$81.9K 0.01%
2,581
+15
669
$81.2K 0.01%
1,852
-4,339
670
$80.4K 0.01%
734
-50
671
$80.3K 0.01%
7,054
672
$80.3K 0.01%
1,143
+303
673
$80K 0.01%
1,685
674
$79.9K 0.01%
2,958
+188
675
$79.7K 0.01%
1,308
-1,136
25 26
27
28 29