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
1076
$18.6K ﹤0.01%
515
+115
1077
$18.6K ﹤0.01%
10,000
1078
$18.6K ﹤0.01%
481
-7
1079
$18.5K ﹤0.01%
324
+44
1080
$18.5K ﹤0.01%
1,760
+22
1081
$18.4K ﹤0.01%
784
1082
$18.3K ﹤0.01%
149
-515
1083
$18.3K ﹤0.01%
504
+14
1084
$18.3K ﹤0.01%
313
-337
1085
$18.2K ﹤0.01%
880
+75
1086
$18.1K ﹤0.01%
758
+118
1087
$18.1K ﹤0.01%
425
1088
$18K ﹤0.01%
853
+551
1089
$18K ﹤0.01%
639
-302
1090
$18K ﹤0.01%
1,000
1091
$18K ﹤0.01%
1,419
1092
$18K ﹤0.01%
142
-12,461
1093
$18K ﹤0.01%
974
-114
1094
$17.9K ﹤0.01%
604
-590
1095
$17.9K ﹤0.01%
730
1096
$17.9K ﹤0.01%
830
-1,102
1097
$17.9K ﹤0.01%
397
-630
1098
$17.9K ﹤0.01%
318
1099
$17.9K ﹤0.01%
1,365
+80
1100
$17.8K ﹤0.01%
488
-136
42 43
44
45 46