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
1376
$7.2K ﹤0.01%
268
-86
1377
$7.18K ﹤0.01%
123
+98
1378
$7.17K ﹤0.01%
160
1379
$7.16K ﹤0.01%
500
1380
$7.16K ﹤0.01%
477
-850
1381
$7.15K ﹤0.01%
102
1382
$7.13K ﹤0.01%
166
+11
1383
$7.13K ﹤0.01%
200
1384
$7.1K ﹤0.01%
695
1385
$7.1K ﹤0.01%
500
1386
$7.1K ﹤0.01%
+105
1387
$7.01K ﹤0.01%
100
1388
$7K ﹤0.01%
200
1389
$6.93K ﹤0.01%
49
+38
1390
$6.89K ﹤0.01%
+111
1391
$6.85K ﹤0.01%
69
-42
1392
$6.83K ﹤0.01%
3,948
1393
$6.83K ﹤0.01%
700
+600
1394
$6.82K ﹤0.01%
200
-1,125
1395
$6.8K ﹤0.01%
165
+1
1396
$6.8K ﹤0.01%
35
-12
1397
$6.78K ﹤0.01%
253
-69
1398
$6.7K ﹤0.01%
1,443
-82
1399
$6.69K ﹤0.01%
712
1400
$6.68K ﹤0.01%
1,450
54 55
56
57 58