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
851
$40.3K ﹤0.01%
1,091
-46
852
$40K ﹤0.01%
1,003
853
$39.9K ﹤0.01%
90
854
$39.8K ﹤0.01%
359
+14
855
$39.7K ﹤0.01%
+1,883
856
$39.7K ﹤0.01%
3,125
857
$39.3K ﹤0.01%
2,732
+10
858
$39.3K ﹤0.01%
621
-290
859
$39.3K ﹤0.01%
232
+6
860
$39.2K ﹤0.01%
1,200
861
$38.8K ﹤0.01%
835
+363
862
$38.7K ﹤0.01%
744
-150
863
$38.7K ﹤0.01%
710
864
$38.5K ﹤0.01%
220
-9
865
$38.5K ﹤0.01%
772
+9
866
$38K ﹤0.01%
254
+23
867
$37.7K ﹤0.01%
1,300
868
$37.6K ﹤0.01%
5,850
-1,010
869
$37.5K ﹤0.01%
758
+11
870
$37.2K ﹤0.01%
80
+12
871
$37K ﹤0.01%
1,068
-67
872
$36.9K ﹤0.01%
1,300
873
$36.8K ﹤0.01%
1,901
+110
874
$36.7K ﹤0.01%
602
+167
875
$36.7K ﹤0.01%
332
+19
33 34
35
36 37