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
1526
$3.82K ﹤0.01%
754
+4
1527
$3.82K ﹤0.01%
92
1528
$3.76K ﹤0.01%
77
+27
1529
$3.76K ﹤0.01%
30
+15
1530
$3.75K ﹤0.01%
125
+100
1531
$3.75K ﹤0.01%
51
1532
$3.74K ﹤0.01%
43
+8
1533
$3.72K ﹤0.01%
157
-337
1534
$3.69K ﹤0.01%
248
+41
1535
$3.69K ﹤0.01%
105
-13
1536
$3.68K ﹤0.01%
54
+44
1537
$3.68K ﹤0.01%
1,580
1538
$3.67K ﹤0.01%
109
+20
1539
$3.67K ﹤0.01%
49
-1,743
1540
$3.66K ﹤0.01%
+35
1541
$3.65K ﹤0.01%
43
+21
1542
$3.63K ﹤0.01%
+27
1543
$3.62K ﹤0.01%
+13
1544
$3.61K ﹤0.01%
50
1545
$3.6K ﹤0.01%
737
1546
$3.59K ﹤0.01%
300
1547
$3.53K ﹤0.01%
313
1548
$3.53K ﹤0.01%
15
-70
1549
$3.51K ﹤0.01%
117
+17
1550
$3.5K ﹤0.01%
113
+38
60 61
62
63 64