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
1301
$9.88K ﹤0.01%
2,500
1302
$9.84K ﹤0.01%
163
1303
$9.77K ﹤0.01%
274
+174
1304
$9.73K ﹤0.01%
205
-60
1305
$9.63K ﹤0.01%
253
1306
$9.63K ﹤0.01%
200
1307
$9.62K ﹤0.01%
126
1308
$9.59K ﹤0.01%
+609
1309
$9.54K ﹤0.01%
253
+28
1310
$9.52K ﹤0.01%
424
1311
$9.47K ﹤0.01%
350
-140
1312
$9.47K ﹤0.01%
145
+4
1313
$9.46K ﹤0.01%
600
1314
$9.44K ﹤0.01%
400
1315
$9.31K ﹤0.01%
+1,150
1316
$9.28K ﹤0.01%
310
1317
$9.25K ﹤0.01%
32
+26
1318
$9.24K ﹤0.01%
+515
1319
$9.22K ﹤0.01%
107
1320
$9.16K ﹤0.01%
+176
1321
$9.11K ﹤0.01%
42
-2,446
1322
$9.02K ﹤0.01%
158
+8
1323
$8.99K ﹤0.01%
100
-1,000
1324
$8.98K ﹤0.01%
+15
1325
$8.97K ﹤0.01%
420
51 52
53
54 55