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
876
$36.4K ﹤0.01%
1,036
+42
877
$36.1K ﹤0.01%
525
+22
878
$36.1K ﹤0.01%
506
+16
879
$36K ﹤0.01%
503
+2
880
$36K ﹤0.01%
1,100
-400
881
$35.9K ﹤0.01%
579
-607
882
$35.9K ﹤0.01%
944
883
$35.9K ﹤0.01%
3,187
884
$35.8K ﹤0.01%
714
+564
885
$35.6K ﹤0.01%
+2,000
886
$35.5K ﹤0.01%
924
+35
887
$35.4K ﹤0.01%
1,258
888
$35.3K ﹤0.01%
675
+41
889
$35.2K ﹤0.01%
2,969
-12,029
890
$35.2K ﹤0.01%
2,319
+2,115
891
$34.8K ﹤0.01%
2,156
+6
892
$34.7K ﹤0.01%
422
-50
893
$34.7K ﹤0.01%
1,516
+106
894
$34.6K ﹤0.01%
388
+71
895
$34.2K ﹤0.01%
364
-1,380
896
$34.2K ﹤0.01%
207
+125
897
$34.2K ﹤0.01%
1,507
-10
898
$34.1K ﹤0.01%
3,000
899
$34K ﹤0.01%
194
+55
900
$33.8K ﹤0.01%
3,570
-1,563
34 35
36
37 38