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
901
$33.8K ﹤0.01%
95
+44
902
$33.7K ﹤0.01%
1,200
903
$33.6K ﹤0.01%
1,116
904
$33.5K ﹤0.01%
346
+344
905
$33.5K ﹤0.01%
526
+41
906
$33.3K ﹤0.01%
406
+1
907
$33.1K ﹤0.01%
545
+20
908
$33.1K ﹤0.01%
285
-771
909
$32.4K ﹤0.01%
412
-106
910
$32.1K ﹤0.01%
1,105
+40
911
$32.1K ﹤0.01%
3,100
912
$32.1K ﹤0.01%
529
+10
913
$32K ﹤0.01%
467
-54
914
$31.9K ﹤0.01%
1,294
-3,804
915
$31.8K ﹤0.01%
282
+2
916
$31.8K ﹤0.01%
1,219
+37
917
$31.2K ﹤0.01%
2,600
+400
918
$31.2K ﹤0.01%
835
-9,464
919
$31.2K ﹤0.01%
382
+4
920
$31.2K ﹤0.01%
295
-5
921
$31.1K ﹤0.01%
+1,200
922
$31K ﹤0.01%
885
923
$30.8K ﹤0.01%
1,110
-6
924
$30.7K ﹤0.01%
1,112
+97
925
$30.7K ﹤0.01%
401
+52
35 36
37
38 39