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
1326
$8.93K ﹤0.01%
302
+23
1327
$8.91K ﹤0.01%
424
1328
$8.87K ﹤0.01%
181
+15
1329
$8.85K ﹤0.01%
367
-768
1330
$8.84K ﹤0.01%
160
-205
1331
$8.82K ﹤0.01%
190
+59
1332
$8.81K ﹤0.01%
134
+77
1333
$8.79K ﹤0.01%
146
-1,254
1334
$8.75K ﹤0.01%
193
+13
1335
$8.74K ﹤0.01%
102
+2
1336
$8.68K ﹤0.01%
+541
1337
$8.68K ﹤0.01%
600
+9
1338
$8.62K ﹤0.01%
129
1339
$8.56K ﹤0.01%
+108
1340
$8.5K ﹤0.01%
351
1341
$8.44K ﹤0.01%
+500
1342
$8.42K ﹤0.01%
294
1343
$8.34K ﹤0.01%
+406
1344
$8.34K ﹤0.01%
237
1345
$8.33K ﹤0.01%
823
-660
1346
$8.29K ﹤0.01%
1,335
+2
1347
$8.12K ﹤0.01%
247
+26
1348
$8.01K ﹤0.01%
406
1349
$7.91K ﹤0.01%
1,387
1350
$7.88K ﹤0.01%
108
+8
52 53
54
55 56