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
1551
$3.49K ﹤0.01%
1,333
1552
$3.47K ﹤0.01%
+19
1553
$3.44K ﹤0.01%
+17
1554
$3.42K ﹤0.01%
+70
1555
$3.41K ﹤0.01%
89
-476
1556
$3.39K ﹤0.01%
75
-1
1557
$3.38K ﹤0.01%
24
+19
1558
$3.35K ﹤0.01%
48
+38
1559
$3.33K ﹤0.01%
21
+20
1560
$3.33K ﹤0.01%
+206
1561
$3.32K ﹤0.01%
+48
1562
$3.31K ﹤0.01%
182
+117
1563
$3.28K ﹤0.01%
265
1564
$3.27K ﹤0.01%
115
1565
$3.27K ﹤0.01%
+141
1566
$3.22K ﹤0.01%
58
+8
1567
$3.21K ﹤0.01%
1,000
-60
1568
$3.2K ﹤0.01%
76
+26
1569
$3.19K ﹤0.01%
32
-250
1570
$3.18K ﹤0.01%
9
-24
1571
$3.15K ﹤0.01%
397
-4,500
1572
$3.08K ﹤0.01%
45
+30
1573
$3.07K ﹤0.01%
21
+2
1574
$3.07K ﹤0.01%
24
+22
1575
$3.07K ﹤0.01%
191
+166
61 62
63
64 65