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
676
$79.1K 0.01%
311
-184
677
$78.8K 0.01%
1,400
-252
678
$77.3K 0.01%
1,246
-100
679
$77.1K 0.01%
930
+42
680
$76.6K 0.01%
+9,572
681
$76.4K 0.01%
1,341
-12,515
682
$75.6K 0.01%
601
-16
683
$75.5K 0.01%
468
+61
684
$75.3K 0.01%
351
685
$75K 0.01%
2,194
-326
686
$74.8K 0.01%
901
-81
687
$74.8K 0.01%
609
+6
688
$74.8K 0.01%
27,790
+2,221
689
$74.7K 0.01%
1,197
-276
690
$74.5K 0.01%
2,446
-26
691
$74.4K 0.01%
2,788
-2,513
692
$74.2K 0.01%
339
693
$74.2K 0.01%
1,055
-15
694
$74.1K 0.01%
924
-145
695
$73.7K 0.01%
348
-479
696
$73.5K 0.01%
525
+35
697
$72.9K 0.01%
3,083
+33
698
$72.9K 0.01%
2,610
699
$72.6K 0.01%
1,000
-3
700
$72.3K 0.01%
1,525
26 27
28
29 30