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
926
$30.6K ﹤0.01%
778
-9,980
927
$30.5K ﹤0.01%
942
+387
928
$30.3K ﹤0.01%
900
929
$30.3K ﹤0.01%
250
-127
930
$30.3K ﹤0.01%
1,700
-1,716
931
$30.2K ﹤0.01%
452
+59
932
$29.8K ﹤0.01%
3,080
+80
933
$29.5K ﹤0.01%
246
934
$29.5K ﹤0.01%
246
+31
935
$29.5K ﹤0.01%
330
-85
936
$29.2K ﹤0.01%
128
+17
937
$28.7K ﹤0.01%
4,000
938
$28.7K ﹤0.01%
329
-470
939
$28.5K ﹤0.01%
252
+28
940
$28.5K ﹤0.01%
1,002
+6
941
$28.5K ﹤0.01%
+1,194
942
$28.4K ﹤0.01%
154
-100
943
$28.3K ﹤0.01%
725
-200
944
$28.3K ﹤0.01%
3,236
-2,082
945
$28.3K ﹤0.01%
295
946
$28.2K ﹤0.01%
355
947
$28.1K ﹤0.01%
794
+72
948
$28K ﹤0.01%
924
-17,792
949
$27.9K ﹤0.01%
450
950
$27.9K ﹤0.01%
1,195
+103
36 37
38
39 40