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
1126
$16.2K ﹤0.01%
58
+8
1127
$16.2K ﹤0.01%
300
-715
1128
$16K ﹤0.01%
249
1129
$15.9K ﹤0.01%
689
-60
1130
$15.9K ﹤0.01%
216
-7
1131
$15.8K ﹤0.01%
277
+2
1132
$15.8K ﹤0.01%
163
1133
$15.8K ﹤0.01%
870
+22
1134
$15.7K ﹤0.01%
800
+200
1135
$15.7K ﹤0.01%
118
+100
1136
$15.6K ﹤0.01%
245
+2
1137
$15.5K ﹤0.01%
200
-34
1138
$15.5K ﹤0.01%
98
+52
1139
$15.5K ﹤0.01%
329
1140
$15.5K ﹤0.01%
2,860
1141
$15.4K ﹤0.01%
2,391
+9
1142
$15.4K ﹤0.01%
565
+40
1143
$15.4K ﹤0.01%
191
-279
1144
$15.4K ﹤0.01%
2,261
+100
1145
$15.3K ﹤0.01%
500
-2,600
1146
$15.3K ﹤0.01%
165
-794
1147
$15.3K ﹤0.01%
423
+19
1148
$15.3K ﹤0.01%
875
1149
$15.2K ﹤0.01%
550
1150
$15.2K ﹤0.01%
608
+30
44 45
46
47 48