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
1501
$4.2K ﹤0.01%
163
1502
$4.17K ﹤0.01%
232
+89
1503
$4.17K ﹤0.01%
102
+26
1504
$4.12K ﹤0.01%
157
1505
$4.11K ﹤0.01%
228
1506
$4.1K ﹤0.01%
72
+17
1507
$4.1K ﹤0.01%
172
+25
1508
$4.09K ﹤0.01%
1,000
1509
$4.09K ﹤0.01%
85
-70
1510
$4.08K ﹤0.01%
84
1511
$4.07K ﹤0.01%
506
-101
1512
$4.02K ﹤0.01%
76
-10
1513
$4.01K ﹤0.01%
1,358
1514
$4K ﹤0.01%
100
1515
$3.96K ﹤0.01%
46
+15
1516
$3.96K ﹤0.01%
61
+51
1517
$3.95K ﹤0.01%
391
-3,229
1518
$3.95K ﹤0.01%
150
1519
$3.95K ﹤0.01%
47
-13
1520
$3.94K ﹤0.01%
250
-4,488
1521
$3.94K ﹤0.01%
24
1522
$3.85K ﹤0.01%
+79
1523
$3.85K ﹤0.01%
32
+22
1524
$3.85K ﹤0.01%
328
1525
$3.82K ﹤0.01%
129
-45
59 60
61
62 63