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
1676
$1.94K ﹤0.01%
500
1677
$1.94K ﹤0.01%
110
1678
$1.92K ﹤0.01%
16
+11
1679
$1.91K ﹤0.01%
12
+11
1680
$1.91K ﹤0.01%
42
+22
1681
$1.91K ﹤0.01%
+27
1682
$1.88K ﹤0.01%
+39
1683
$1.87K ﹤0.01%
84
+34
1684
$1.87K ﹤0.01%
72
+7
1685
$1.87K ﹤0.01%
13
+10
1686
$1.86K ﹤0.01%
100
+24
1687
$1.83K ﹤0.01%
+25
1688
$1.82K ﹤0.01%
+213
1689
$1.82K ﹤0.01%
+148
1690
$1.81K ﹤0.01%
200
1691
$1.8K ﹤0.01%
35
+15
1692
$1.78K ﹤0.01%
+34
1693
$1.78K ﹤0.01%
+146
1694
$1.78K ﹤0.01%
+17
1695
$1.78K ﹤0.01%
98
1696
$1.77K ﹤0.01%
+24
1697
$1.77K ﹤0.01%
17
-74
1698
$1.77K ﹤0.01%
36
-5
1699
$1.77K ﹤0.01%
12
-33
1700
$1.76K ﹤0.01%
+16
66 67
68
69 70