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
1001
$23.8K ﹤0.01%
2,724
-6,688
1002
$23.7K ﹤0.01%
315
+28
1003
$23.7K ﹤0.01%
70
+7
1004
$23.6K ﹤0.01%
1,266
1005
$23.5K ﹤0.01%
5,050
1006
$23.5K ﹤0.01%
663
1007
$23.4K ﹤0.01%
137
+17
1008
$23.4K ﹤0.01%
754
+50
1009
$23.2K ﹤0.01%
213
+55
1010
$23.2K ﹤0.01%
372
-19
1011
$23.1K ﹤0.01%
1,093
+13
1012
$23.1K ﹤0.01%
3,708
-1,553
1013
$23.1K ﹤0.01%
214
1014
$23K ﹤0.01%
1,213
+449
1015
$22.9K ﹤0.01%
297
-19
1016
$22.8K ﹤0.01%
219
-9,457
1017
$22.7K ﹤0.01%
250
+29
1018
$22.7K ﹤0.01%
913
-234
1019
$22.5K ﹤0.01%
178
+36
1020
$22.5K ﹤0.01%
267
-225
1021
$22.4K ﹤0.01%
2,170
1022
$22.3K ﹤0.01%
1,693
1023
$22.3K ﹤0.01%
+1,223
1024
$22.2K ﹤0.01%
486
1025
$22.2K ﹤0.01%
2,500
39 40
41
42 43