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
1176
$14.6K ﹤0.01%
350
+50
1177
$14.6K ﹤0.01%
1,473
1178
$14.5K ﹤0.01%
3,868
+15
1179
$14.5K ﹤0.01%
102
+53
1180
$14.5K ﹤0.01%
191
+4
1181
$14.4K ﹤0.01%
779
+322
1182
$14.3K ﹤0.01%
589
1183
$14.3K ﹤0.01%
66
+17
1184
$14.3K ﹤0.01%
208
1185
$14.3K ﹤0.01%
102
+34
1186
$14.2K ﹤0.01%
562
-5
1187
$14.2K ﹤0.01%
604
1188
$14.1K ﹤0.01%
88
-35
1189
$14.1K ﹤0.01%
616
1190
$14.1K ﹤0.01%
272
-100
1191
$14.1K ﹤0.01%
317
1192
$14K ﹤0.01%
181
1193
$14K ﹤0.01%
459
1194
$14K ﹤0.01%
145
1195
$13.9K ﹤0.01%
336
-80
1196
$13.9K ﹤0.01%
324
-102
1197
$13.7K ﹤0.01%
+300
1198
$13.7K ﹤0.01%
261
-396
1199
$13.7K ﹤0.01%
107
+6
1200
$13.6K ﹤0.01%
180
46 47
48
49 50