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
Energy Select Sector SPDR Fund
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
Industrial Select Sector SPDR Fund
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
76
$3.23M 0.32%
155,171
+117,468
77
$3.17M 0.31%
20,904
+148
78
$3.13M 0.31%
19,715
+1,232
79
$3.08M 0.3%
36,740
-4,793
80
$3.04M 0.3%
22,342
+8,834
81
$3.03M 0.3%
75,637
-18,417
82
$3.02M 0.3%
41,905
-198
83
$2.88M 0.28%
32,905
+25,331
84
$2.86M 0.28%
33,767
+8,832
85
$2.85M 0.28%
63,531
+7,139
86
$2.83M 0.28%
19,452
-1,157
87
$2.75M 0.27%
26,096
+619
88
$2.72M 0.27%
16,200
+628
89
$2.69M 0.26%
103,774
-15,218
90
$2.66M 0.26%
14,799
-888
91
$2.62M 0.26%
70,166
+133
92
$2.6M 0.26%
18,750
+1,376
93
$2.59M 0.26%
113,570
-6,620
94
$2.56M 0.25%
50,870
+1,099
95
$2.55M 0.25%
39,914
+1,585
96
$2.49M 0.25%
13,800
+375
97
$2.48M 0.24%
24,758
-9,910
98
$2.47M 0.24%
9,412
-5,278
99
$2.36M 0.23%
161,430
-52,190
100
$2.35M 0.23%
46,876
-1,790
2 3
4
5 6