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
1101
$17.7K ﹤0.01%
583
1102
$17.7K ﹤0.01%
727
+13
1103
$17.6K ﹤0.01%
63
-10
1104
$17.4K ﹤0.01%
198
+60
1105
$17.3K ﹤0.01%
12
+2
1106
$17.2K ﹤0.01%
94
+4
1107
$17.2K ﹤0.01%
1,537
1108
$17.2K ﹤0.01%
170
-15
1109
$17.1K ﹤0.01%
565
-140
1110
$17.1K ﹤0.01%
+1,300
1111
$17.1K ﹤0.01%
750
1112
$17.1K ﹤0.01%
502
+32
1113
$17K ﹤0.01%
1,370
1114
$16.9K ﹤0.01%
1,439
+25
1115
$16.9K ﹤0.01%
341
+20
1116
$16.7K ﹤0.01%
550
+78
1117
$16.6K ﹤0.01%
270
1118
$16.6K ﹤0.01%
176
+14
1119
$16.6K ﹤0.01%
425
-485
1120
$16.5K ﹤0.01%
892
+28
1121
$16.4K ﹤0.01%
+202
1122
$16.4K ﹤0.01%
514
+14
1123
$16.3K ﹤0.01%
6,000
1124
$16.3K ﹤0.01%
1,000
1125
$16.3K ﹤0.01%
112
+73
43 44
45
46 47