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
726
$65.2K 0.01%
1,346
-89
727
$64.9K 0.01%
3,777
-475
728
$64.8K 0.01%
261
+122
729
$64.1K 0.01%
1,195
730
$63.7K 0.01%
1,597
+3
731
$63.6K 0.01%
561
-21
732
$63.5K 0.01%
680
-950
733
$63.1K 0.01%
426
+32
734
$63K 0.01%
1,541
+223
735
$62.5K 0.01%
3,474
736
$62.4K 0.01%
451
+40
737
$62K 0.01%
745
+120
738
$61.9K 0.01%
1,627
-391
739
$61.8K 0.01%
3,500
740
$61.8K 0.01%
241
-15
741
$61.5K 0.01%
1,399
-100
742
$61.2K 0.01%
390
-30
743
$60.9K 0.01%
1,139
-5,951
744
$60.1K 0.01%
536
+520
745
$59.4K 0.01%
306
-144
746
$59.2K 0.01%
1,136
+21
747
$59.1K 0.01%
503
-1,832
748
$58.9K 0.01%
794
-13
749
$58.8K 0.01%
1,164
-1,736
750
$58.7K 0.01%
351
28 29
30
31 32