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
976
$25.8K ﹤0.01%
2,126
-501
977
$25.8K ﹤0.01%
248
+48
978
$25.8K ﹤0.01%
841
-4
979
$25.4K ﹤0.01%
84
-42
980
$25.2K ﹤0.01%
1,056
981
$25K ﹤0.01%
300
982
$24.9K ﹤0.01%
800
+500
983
$24.9K ﹤0.01%
74
+38
984
$24.8K ﹤0.01%
614
-12
985
$24.8K ﹤0.01%
300
986
$24.5K ﹤0.01%
1,850
987
$24.5K ﹤0.01%
44
+17
988
$24.5K ﹤0.01%
2,011
-388
989
$24.4K ﹤0.01%
4,390
-1,559
990
$24.3K ﹤0.01%
78
+33
991
$24.3K ﹤0.01%
587
+79
992
$24.3K ﹤0.01%
478
+308
993
$24.2K ﹤0.01%
482
-398
994
$24.2K ﹤0.01%
866
-211
995
$24.2K ﹤0.01%
240
-35
996
$24.1K ﹤0.01%
800
997
$24K ﹤0.01%
220
998
$23.9K ﹤0.01%
273
-110
999
$23.8K ﹤0.01%
+240
1000
$23.8K ﹤0.01%
500
38 39
40
41 42