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
951
$27.7K ﹤0.01%
132
+3
952
$27.6K ﹤0.01%
829
+131
953
$27.5K ﹤0.01%
421
954
$27.5K ﹤0.01%
282
955
$27.3K ﹤0.01%
940
-46
956
$27.3K ﹤0.01%
146
-2
957
$27.3K ﹤0.01%
68
+7
958
$27.2K ﹤0.01%
264
-188
959
$27.2K ﹤0.01%
588
+150
960
$27.2K ﹤0.01%
319
+12
961
$27.1K ﹤0.01%
11
+5
962
$27.1K ﹤0.01%
730
+303
963
$26.9K ﹤0.01%
900
964
$26.9K ﹤0.01%
2,948
965
$26.9K ﹤0.01%
1,000
966
$26.8K ﹤0.01%
800
967
$26.8K ﹤0.01%
550
968
$26.5K ﹤0.01%
590
+240
969
$26.5K ﹤0.01%
244
970
$26.5K ﹤0.01%
426
-2,749
971
$26.4K ﹤0.01%
1,000
972
$26.4K ﹤0.01%
784
-80
973
$26.2K ﹤0.01%
13
+3
974
$26.1K ﹤0.01%
+600
975
$26.1K ﹤0.01%
583
-144
37 38
39
40 41