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
1276
$10.6K ﹤0.01%
192
-51
1277
$10.6K ﹤0.01%
1,245
1278
$10.6K ﹤0.01%
300
1279
$10.6K ﹤0.01%
1,000
1280
$10.5K ﹤0.01%
513
-705
1281
$10.5K ﹤0.01%
48
-18
1282
$10.4K ﹤0.01%
150
1283
$10.4K ﹤0.01%
642
1284
$10.4K ﹤0.01%
309
+95
1285
$10.4K ﹤0.01%
125
+21
1286
$10.3K ﹤0.01%
101
+42
1287
$10.2K ﹤0.01%
271
1288
$10.2K ﹤0.01%
532
-212
1289
$10.2K ﹤0.01%
362
+105
1290
$10.2K ﹤0.01%
+424
1291
$10.1K ﹤0.01%
275
+17
1292
$10.1K ﹤0.01%
500
1293
$10K ﹤0.01%
196
-1,167
1294
$10K ﹤0.01%
445
+13
1295
$10K ﹤0.01%
321
-87
1296
$9.98K ﹤0.01%
232
+32
1297
$9.96K ﹤0.01%
305
+26
1298
$9.9K ﹤0.01%
743
1299
$9.89K ﹤0.01%
+350
1300
$9.89K ﹤0.01%
49
50 51
52
53 54