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
1426
$5.99K ﹤0.01%
87
+10
1427
$5.98K ﹤0.01%
66
-47
1428
$5.98K ﹤0.01%
652
1429
$5.96K ﹤0.01%
43
+23
1430
$5.92K ﹤0.01%
302
-23
1431
$5.91K ﹤0.01%
122
+26
1432
$5.91K ﹤0.01%
365
1433
$5.88K ﹤0.01%
177
-71
1434
$5.85K ﹤0.01%
60
+30
1435
$5.82K ﹤0.01%
230
-1,000
1436
$5.81K ﹤0.01%
85
+26
1437
$5.81K ﹤0.01%
150
-300
1438
$5.78K ﹤0.01%
500
1439
$5.75K ﹤0.01%
500
1440
$5.73K ﹤0.01%
101
-99
1441
$5.71K ﹤0.01%
107
+22
1442
$5.7K ﹤0.01%
398
1443
$5.64K ﹤0.01%
700
-557
1444
$5.62K ﹤0.01%
45
-428
1445
$5.59K ﹤0.01%
109
+25
1446
$5.55K ﹤0.01%
277
1447
$5.51K ﹤0.01%
55
1448
$5.48K ﹤0.01%
200
1449
$5.44K ﹤0.01%
28
-64
1450
$5.42K ﹤0.01%
+50
56 57
58
59 60