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
1226
$12.5K ﹤0.01%
+128
1227
$12.5K ﹤0.01%
71
-86
1228
$12.4K ﹤0.01%
316
-6,992
1229
$12.4K ﹤0.01%
732
1230
$12.4K ﹤0.01%
439
+388
1231
$12.3K ﹤0.01%
2,113
+125
1232
$12.3K ﹤0.01%
500
+289
1233
$12.3K ﹤0.01%
114
+12
1234
$12.3K ﹤0.01%
37
+9
1235
$12.2K ﹤0.01%
+882
1236
$12.2K ﹤0.01%
+534
1237
$12.2K ﹤0.01%
3,409
1238
$12.2K ﹤0.01%
116
+49
1239
$12.2K ﹤0.01%
370
+135
1240
$12.1K ﹤0.01%
1,000
-4,876
1241
$12K ﹤0.01%
188
+173
1242
$11.9K ﹤0.01%
373
+320
1243
$11.9K ﹤0.01%
286
+24
1244
$11.8K ﹤0.01%
502
+80
1245
$11.8K ﹤0.01%
1,314
-134
1246
$11.8K ﹤0.01%
125
+13
1247
$11.8K ﹤0.01%
740
1248
$11.8K ﹤0.01%
453
1249
$11.6K ﹤0.01%
342
+4
1250
$11.6K ﹤0.01%
193
-60
48 49
50
51 52