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
1051
$20.5K ﹤0.01%
264
-34
1052
$20.4K ﹤0.01%
155
+29
1053
$20.4K ﹤0.01%
5,196
1054
$20.2K ﹤0.01%
458
-18
1055
$20.2K ﹤0.01%
405
-9
1056
$19.8K ﹤0.01%
662
1057
$19.8K ﹤0.01%
145
-10
1058
$19.8K ﹤0.01%
631
1059
$19.8K ﹤0.01%
224
1060
$19.8K ﹤0.01%
305
-11
1061
$19.7K ﹤0.01%
600
1062
$19.7K ﹤0.01%
1,085
-750
1063
$19.6K ﹤0.01%
330
1064
$19.6K ﹤0.01%
1,145
1065
$19.5K ﹤0.01%
336
1066
$19.3K ﹤0.01%
509
-186
1067
$19.2K ﹤0.01%
300
1068
$19.2K ﹤0.01%
555
+3
1069
$18.9K ﹤0.01%
826
1070
$18.8K ﹤0.01%
205
1071
$18.8K ﹤0.01%
770
1072
$18.8K ﹤0.01%
47
-82
1073
$18.8K ﹤0.01%
300
1074
$18.7K ﹤0.01%
1,000
1075
$18.6K ﹤0.01%
633
+6
41 42
43
44 45