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
1476
$4.82K ﹤0.01%
295
-528
1477
$4.81K ﹤0.01%
185
1478
$4.76K ﹤0.01%
228
+168
1479
$4.74K ﹤0.01%
+225
1480
$4.74K ﹤0.01%
250
-300
1481
$4.72K ﹤0.01%
53
1482
$4.71K ﹤0.01%
86
1483
$4.65K ﹤0.01%
82
+68
1484
$4.63K ﹤0.01%
120
-768
1485
$4.61K ﹤0.01%
+1
1486
$4.61K ﹤0.01%
200
1487
$4.54K ﹤0.01%
204
+4
1488
$4.48K ﹤0.01%
+200
1489
$4.48K ﹤0.01%
61
+41
1490
$4.4K ﹤0.01%
185
1491
$4.38K ﹤0.01%
35
+14
1492
$4.38K ﹤0.01%
34
-681
1493
$4.35K ﹤0.01%
88
+28
1494
$4.32K ﹤0.01%
211
1495
$4.25K ﹤0.01%
520
+220
1496
$4.23K ﹤0.01%
190
1497
$4.23K ﹤0.01%
1,285
-101
1498
$4.22K ﹤0.01%
250
1499
$4.21K ﹤0.01%
109
+9
1500
$4.21K ﹤0.01%
+117
58 59
60
61 62