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
1451
$5.37K ﹤0.01%
270
1452
$5.34K ﹤0.01%
300
1453
$5.34K ﹤0.01%
202
+11
1454
$5.32K ﹤0.01%
135
+100
1455
$5.31K ﹤0.01%
+100
1456
$5.27K ﹤0.01%
25
-11
1457
$5.25K ﹤0.01%
1,600
1458
$5.24K ﹤0.01%
246
1459
$5.18K ﹤0.01%
80
1460
$5.16K ﹤0.01%
435
1461
$5.14K ﹤0.01%
+238
1462
$5.12K ﹤0.01%
101
+46
1463
$5.11K ﹤0.01%
350
-5
1464
$5.1K ﹤0.01%
27
-6
1465
$5.09K ﹤0.01%
800
1466
$5.08K ﹤0.01%
240
+45
1467
$5.06K ﹤0.01%
550
1468
$5.04K ﹤0.01%
57
+23
1469
$4.97K ﹤0.01%
762
1470
$4.96K ﹤0.01%
91
1471
$4.93K ﹤0.01%
831
+27
1472
$4.92K ﹤0.01%
738
1473
$4.9K ﹤0.01%
84
+52
1474
$4.88K ﹤0.01%
200
1475
$4.86K ﹤0.01%
347
+12
57 58
59
60 61