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
1201
$13.6K ﹤0.01%
225
1202
$13.5K ﹤0.01%
+1,237
1203
$13.5K ﹤0.01%
166
+7
1204
$13.5K ﹤0.01%
346
1205
$13.5K ﹤0.01%
48
+43
1206
$13.4K ﹤0.01%
950
+120
1207
$13.4K ﹤0.01%
419
-190
1208
$13.4K ﹤0.01%
409
+1
1209
$13.3K ﹤0.01%
315
+115
1210
$13.3K ﹤0.01%
292
+2
1211
$13.3K ﹤0.01%
2,116
1212
$13.1K ﹤0.01%
297
+41
1213
$13.1K ﹤0.01%
445
+21
1214
$13.1K ﹤0.01%
680
+6
1215
$13.1K ﹤0.01%
300
1216
$13.1K ﹤0.01%
+1,249
1217
$13K ﹤0.01%
2,076
-1,059
1218
$13K ﹤0.01%
97
-19
1219
$12.9K ﹤0.01%
333
-115
1220
$12.8K ﹤0.01%
1,010
+149
1221
$12.8K ﹤0.01%
794
+64
1222
$12.8K ﹤0.01%
340
1223
$12.8K ﹤0.01%
1,200
1224
$12.7K ﹤0.01%
306
+26
1225
$12.7K ﹤0.01%
500
47 48
49
50 51