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
1401
$6.68K ﹤0.01%
299
+96
1402
$6.67K ﹤0.01%
208
+2
1403
$6.57K ﹤0.01%
77
+20
1404
$6.57K ﹤0.01%
100
+80
1405
$6.57K ﹤0.01%
193
+59
1406
$6.56K ﹤0.01%
72
-36
1407
$6.55K ﹤0.01%
2,086
1408
$6.51K ﹤0.01%
220
1409
$6.47K ﹤0.01%
5,625
1410
$6.46K ﹤0.01%
64
+12
1411
$6.43K ﹤0.01%
1,200
1412
$6.38K ﹤0.01%
248
1413
$6.33K ﹤0.01%
+233
1414
$6.32K ﹤0.01%
96
1415
$6.28K ﹤0.01%
79
1416
$6.26K ﹤0.01%
200
1417
$6.24K ﹤0.01%
137
+69
1418
$6.24K ﹤0.01%
892
+22
1419
$6.23K ﹤0.01%
19
+10
1420
$6.18K ﹤0.01%
75
-1,649
1421
$6.18K ﹤0.01%
207
+29
1422
$6.15K ﹤0.01%
34
+9
1423
$6.13K ﹤0.01%
200
1424
$6.07K ﹤0.01%
477
+15
1425
$6.03K ﹤0.01%
+128
55 56
57
58 59