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
1626
$2.42K ﹤0.01%
+45
1627
$2.42K ﹤0.01%
15
-35
1628
$2.42K ﹤0.01%
49
-33
1629
$2.4K ﹤0.01%
66
-63
1630
$2.4K ﹤0.01%
79
-79
1631
$2.39K ﹤0.01%
28
+23
1632
$2.38K ﹤0.01%
140
1633
$2.38K ﹤0.01%
47
1634
$2.38K ﹤0.01%
30
+10
1635
$2.37K ﹤0.01%
+2
1636
$2.36K ﹤0.01%
60
-55
1637
$2.36K ﹤0.01%
10
-2
1638
$2.36K ﹤0.01%
620
1639
$2.35K ﹤0.01%
94
+34
1640
$2.35K ﹤0.01%
14
+13
1641
$2.35K ﹤0.01%
41
+11
1642
$2.32K ﹤0.01%
+29
1643
$2.3K ﹤0.01%
13
+11
1644
$2.27K ﹤0.01%
19
+16
1645
$2.26K ﹤0.01%
71
+35
1646
$2.25K ﹤0.01%
+37
1647
$2.24K ﹤0.01%
30
1648
$2.24K ﹤0.01%
+9
1649
$2.22K ﹤0.01%
61
-6
1650
$2.19K ﹤0.01%
+37
64 65
66
67 68