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
1651
$2.18K ﹤0.01%
669
1652
$2.17K ﹤0.01%
13
-151
1653
$2.17K ﹤0.01%
+39
1654
$2.17K ﹤0.01%
+13
1655
$2.17K ﹤0.01%
230
1656
$2.16K ﹤0.01%
19
-81
1657
$2.1K ﹤0.01%
+36
1658
$2.1K ﹤0.01%
+28
1659
$2.09K ﹤0.01%
29
+13
1660
$2.09K ﹤0.01%
55
1661
$2.09K ﹤0.01%
30
+20
1662
$2.07K ﹤0.01%
46
+40
1663
$2.07K ﹤0.01%
+69
1664
$2.06K ﹤0.01%
+25
1665
$2.03K ﹤0.01%
33
+14
1666
$2.03K ﹤0.01%
+10
1667
$2.02K ﹤0.01%
58
1668
$2.02K ﹤0.01%
84
+49
1669
$2K ﹤0.01%
19
+18
1670
$1.99K ﹤0.01%
35
1671
$1.99K ﹤0.01%
213
1672
$1.98K ﹤0.01%
14
+13
1673
$1.97K ﹤0.01%
+34
1674
$1.97K ﹤0.01%
38
+28
1675
$1.94K ﹤0.01%
+81
65 66
67
68 69