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
Energy Select Sector SPDR Fund
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
Industrial Select Sector SPDR Fund
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
101
$2.35M 0.23%
28,085
+1,668
102
$2.34M 0.23%
25,828
+478
103
$2.32M 0.23%
55,825
-7,247
104
$2.32M 0.23%
50,944
+420
105
$2.26M 0.22%
102,564
+102
106
$2.24M 0.22%
18,214
-4,503
107
$2.24M 0.22%
17,932
+1,791
108
$2.21M 0.22%
16,372
+721
109
$2.19M 0.22%
23,173
-5,847
110
$2.17M 0.21%
30,152
+1,916
111
$2.17M 0.21%
54,247
-292
112
$2.16M 0.21%
17,343
-702
113
$2.15M 0.21%
6,582
-272
114
$2.14M 0.21%
30,297
-13,510
115
$2.13M 0.21%
54,158
-22,574
116
$2.1M 0.21%
22,953
+1,761
117
$2.06M 0.2%
23,347
-13,160
118
$2.06M 0.2%
30,103
+1,658
119
$2.03M 0.2%
8,462
+105
120
$2.02M 0.2%
7,667
-62
121
$2.02M 0.2%
39,049
-45
122
$2.02M 0.2%
88,764
-85,653
123
$2M 0.2%
19,856
+1,477
124
$2M 0.2%
93,098
-12,115
125
$2M 0.2%
32,397
-5,356
3 4
5
6 7