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
1576
$3.05K ﹤0.01%
266
+7
1577
$3.05K ﹤0.01%
100
1578
$3.04K ﹤0.01%
+43
1579
$3.01K ﹤0.01%
67
-995
1580
$3.01K ﹤0.01%
89
+22
1581
$2.99K ﹤0.01%
42
1582
$2.98K ﹤0.01%
1,910
-5,950
1583
$2.98K ﹤0.01%
150
-100
1584
$2.95K ﹤0.01%
191
1585
$2.95K ﹤0.01%
175
+67
1586
$2.93K ﹤0.01%
72
+25
1587
$2.88K ﹤0.01%
5,000
1588
$2.88K ﹤0.01%
52
-165
1589
$2.87K ﹤0.01%
18
-82
1590
$2.86K ﹤0.01%
50
+44
1591
$2.85K ﹤0.01%
87
+61
1592
$2.83K ﹤0.01%
22
+12
1593
$2.8K ﹤0.01%
60
1594
$2.79K ﹤0.01%
+42
1595
$2.78K ﹤0.01%
33
+17
1596
$2.78K ﹤0.01%
249
+1
1597
$2.76K ﹤0.01%
+24
1598
$2.76K ﹤0.01%
37
+1
1599
$2.74K ﹤0.01%
35
+5
1600
$2.72K ﹤0.01%
66
-833
62 63
64
65 66