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
1351
$7.85K ﹤0.01%
531
+146
1352
$7.82K ﹤0.01%
214
+14
1353
$7.82K ﹤0.01%
+26
1354
$7.81K ﹤0.01%
+1,000
1355
$7.79K ﹤0.01%
255
-4
1356
$7.78K ﹤0.01%
96
-8
1357
$7.77K ﹤0.01%
+350
1358
$7.73K ﹤0.01%
31
-72
1359
$7.69K ﹤0.01%
56
+3
1360
$7.67K ﹤0.01%
328
+28
1361
$7.65K ﹤0.01%
215
-19
1362
$7.61K ﹤0.01%
+32
1363
$7.54K ﹤0.01%
234
+22
1364
$7.54K ﹤0.01%
99
+21
1365
$7.53K ﹤0.01%
100
-1,043
1366
$7.49K ﹤0.01%
167
-194
1367
$7.45K ﹤0.01%
209
+4
1368
$7.4K ﹤0.01%
174
1369
$7.38K ﹤0.01%
200
1370
$7.37K ﹤0.01%
119
1371
$7.32K ﹤0.01%
74
+63
1372
$7.32K ﹤0.01%
108
-257
1373
$7.31K ﹤0.01%
299
+34
1374
$7.29K ﹤0.01%
694
1375
$7.22K ﹤0.01%
123
53 54
55
56 57