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
826
$44.5K ﹤0.01%
1,400
827
$44.1K ﹤0.01%
901
-8
828
$43.2K ﹤0.01%
510
-52
829
$43.2K ﹤0.01%
453
-101
830
$43K ﹤0.01%
1,532
+2
831
$43K ﹤0.01%
492
-116
832
$43K ﹤0.01%
4,660
-1,590
833
$42.8K ﹤0.01%
305
+33
834
$42.3K ﹤0.01%
+572
835
$42.1K ﹤0.01%
3,187
-455
836
$42K ﹤0.01%
449
+14
837
$42K ﹤0.01%
1,247
-3,481
838
$41.7K ﹤0.01%
1,560
+1,150
839
$41.7K ﹤0.01%
407
+26
840
$41.6K ﹤0.01%
670
841
$41.6K ﹤0.01%
547
+7
842
$41.6K ﹤0.01%
404
-55
843
$41.3K ﹤0.01%
1,799
+1,059
844
$41.2K ﹤0.01%
918
-5,992
845
$41.1K ﹤0.01%
3,325
-125
846
$41.1K ﹤0.01%
928
847
$40.9K ﹤0.01%
299
-1,714
848
$40.9K ﹤0.01%
321
-86
849
$40.9K ﹤0.01%
+1,800
850
$40.5K ﹤0.01%
1,256
+76
32 33
34
35 36