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
801
$47.3K ﹤0.01%
3,391
802
$47.3K ﹤0.01%
1,675
803
$47.3K ﹤0.01%
740
-13,041
804
$47.2K ﹤0.01%
958
-207
805
$47.1K ﹤0.01%
1,100
806
$47.1K ﹤0.01%
2,075
+49
807
$47.1K ﹤0.01%
760
808
$46.8K ﹤0.01%
225
-22
809
$46.8K ﹤0.01%
1,096
+16
810
$46.7K ﹤0.01%
515
-258
811
$46.7K ﹤0.01%
382
+28
812
$46.6K ﹤0.01%
1,410
813
$46.4K ﹤0.01%
1,726
-14
814
$46.1K ﹤0.01%
589
-5
815
$45.9K ﹤0.01%
386
+103
816
$45.9K ﹤0.01%
198
+17
817
$45.4K ﹤0.01%
585
+81
818
$45.2K ﹤0.01%
69
-83
819
$45.1K ﹤0.01%
10,697
820
$45K ﹤0.01%
383
-371
821
$44.9K ﹤0.01%
551
+227
822
$44.9K ﹤0.01%
1,885
823
$44.6K ﹤0.01%
580
+55
824
$44.6K ﹤0.01%
708
825
$44.5K ﹤0.01%
376
-75
31 32
33
34 35