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
1026
$22.1K ﹤0.01%
102
+11
1027
$22K ﹤0.01%
910
+885
1028
$21.9K ﹤0.01%
750
+640
1029
$21.9K ﹤0.01%
1,683
+899
1030
$21.9K ﹤0.01%
160
+8
1031
$21.8K ﹤0.01%
1,433
+13
1032
$21.6K ﹤0.01%
1,282
-15,443
1033
$21.6K ﹤0.01%
306
+6
1034
$21.5K ﹤0.01%
1,600
1035
$21.4K ﹤0.01%
267
1036
$21.3K ﹤0.01%
525
-2
1037
$21.3K ﹤0.01%
130
-2
1038
$21.2K ﹤0.01%
300
+10
1039
$21.2K ﹤0.01%
304
-320
1040
$21.2K ﹤0.01%
+173
1041
$21.1K ﹤0.01%
870
+370
1042
$21.1K ﹤0.01%
1,980
-252
1043
$21K ﹤0.01%
620
1044
$20.9K ﹤0.01%
652
1045
$20.9K ﹤0.01%
180
-9
1046
$20.9K ﹤0.01%
401
+150
1047
$20.8K ﹤0.01%
840
+524
1048
$20.7K ﹤0.01%
105
+5
1049
$20.6K ﹤0.01%
7,236
+15
1050
$20.5K ﹤0.01%
316
40 41
42
43 44