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
Energy Select Sector SPDR Fund
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
Industrial Select Sector SPDR Fund
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
51
$4.51M 0.44%
33,654
-1,919
52
$4.41M 0.43%
57,567
+942
53
$4.33M 0.43%
11,281
-1,024
54
$4.33M 0.43%
157,332
+19,071
55
$4.26M 0.42%
8,037
-5,944
56
$4.26M 0.42%
92,796
-2,923
57
$4.23M 0.42%
169,045
-30,839
58
$4.22M 0.42%
60,237
-3,419
59
$4.08M 0.4%
13,204
-2,097
60
$4.08M 0.4%
15,311
-619
61
$4.02M 0.4%
79,701
+9,126
62
$4.02M 0.4%
86,045
-12,359
63
$3.99M 0.39%
158,562
+86,226
64
$3.95M 0.39%
148,039
-12,842
65
$3.93M 0.39%
113,621
-19,241
66
$3.92M 0.39%
25,892
-6,465
67
$3.92M 0.39%
46,712
-4,781
68
$3.92M 0.39%
38,737
+439
69
$3.78M 0.37%
6,932
+315
70
$3.78M 0.37%
126,355
-9,640
71
$3.68M 0.36%
118,706
-2,638
72
$3.59M 0.35%
70,001
-3,271
73
$3.5M 0.34%
101,659
-5,336
74
$3.43M 0.34%
32,552
-3,292
75
$3.3M 0.32%
79,934
+3,839
1 2
3
4 5