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
126
$1.99M 0.2%
86,374
+25,039
127
$1.98M 0.2%
84,106
+80,745
128
$1.94M 0.19%
27,542
+1,377
129
$1.92M 0.19%
11,345
-5,776
130
$1.91M 0.19%
4,190
-283
131
$1.9M 0.19%
14,002
+53
132
$1.89M 0.19%
18,430
-5,646
133
$1.88M 0.18%
20,222
+13,158
134
$1.85M 0.18%
15,671
-9,047
135
$1.85M 0.18%
5,854
-3,590
136
$1.84M 0.18%
54,976
-9,189
137
$1.84M 0.18%
16,982
+1,586
138
$1.83M 0.18%
20,643
+2,433
139
$1.79M 0.18%
44,878
+714
140
$1.79M 0.18%
11,062
-8,701
141
$1.77M 0.17%
23,768
+1,259
142
$1.76M 0.17%
8,235
+2,570
143
$1.76M 0.17%
37,137
+186
144
$1.71M 0.17%
96,045
-321
145
$1.7M 0.17%
122,112
-2,752
146
$1.68M 0.17%
34,825
-1,090
147
$1.67M 0.16%
16,545
+1,539
148
$1.62M 0.16%
100,654
+27,068
149
$1.6M 0.16%
13,307
-2,676
150
$1.58M 0.16%
9,050
-243
4 5
6
7 8