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
1251
$11.5K ﹤0.01%
79
-126
1252
$11.4K ﹤0.01%
225
-200
1253
$11.4K ﹤0.01%
700
1254
$11.4K ﹤0.01%
1,861
1255
$11.3K ﹤0.01%
1,737
-677
1256
$11.3K ﹤0.01%
429
+34
1257
$11.3K ﹤0.01%
33
+32
1258
$11.3K ﹤0.01%
1,200
+400
1259
$11.2K ﹤0.01%
89
1260
$11.2K ﹤0.01%
405
-32
1261
$11.2K ﹤0.01%
376
-16,840
1262
$11.2K ﹤0.01%
689
+564
1263
$11.1K ﹤0.01%
54
-16
1264
$11K ﹤0.01%
895
-458
1265
$10.9K ﹤0.01%
1,281
+62
1266
$10.9K ﹤0.01%
494
+206
1267
$10.9K ﹤0.01%
168
+8
1268
$10.9K ﹤0.01%
244
-17
1269
$10.9K ﹤0.01%
1,818
+100
1270
$10.9K ﹤0.01%
+150
1271
$10.8K ﹤0.01%
103
+42
1272
$10.8K ﹤0.01%
444
1273
$10.8K ﹤0.01%
44
+15
1274
$10.7K ﹤0.01%
209
+169
1275
$10.7K ﹤0.01%
358
49 50
51
52 53