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
701
$72.1K 0.01%
788
-10,829
702
$71.8K 0.01%
225
+1
703
$71.6K 0.01%
428
704
$71.4K 0.01%
805
+5
705
$70.8K 0.01%
236
+27
706
$70.8K 0.01%
2,344
-906
707
$70.4K 0.01%
605
+51
708
$70.4K 0.01%
2,846
-2,235
709
$70.4K 0.01%
1,097
+2
710
$70.3K 0.01%
760
-5
711
$70.2K 0.01%
615
+15
712
$70K 0.01%
766
713
$69.8K 0.01%
2,000
714
$69.5K 0.01%
1,500
715
$69.4K 0.01%
245
+204
716
$69.2K 0.01%
2,805
717
$68.6K 0.01%
2,788
718
$68.5K 0.01%
2,056
-123
719
$68K 0.01%
503
+11
720
$67.6K 0.01%
4,707
+47
721
$67K 0.01%
1,166
-934
722
$66.9K 0.01%
1,102
723
$66.4K 0.01%
443
+209
724
$66.4K 0.01%
1,026
725
$65.7K 0.01%
759
27 28
29
30 31