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
1701
$1.74K ﹤0.01%
17
-8
1702
$1.74K ﹤0.01%
14
+1
1703
$1.72K ﹤0.01%
65
+60
1704
$1.72K ﹤0.01%
36
1705
$1.71K ﹤0.01%
+37
1706
$1.69K ﹤0.01%
41
1707
$1.69K ﹤0.01%
53
+43
1708
$1.68K ﹤0.01%
100
1709
$1.68K ﹤0.01%
154
1710
$1.67K ﹤0.01%
80
+70
1711
$1.66K ﹤0.01%
7
+5
1712
$1.65K ﹤0.01%
+5
1713
$1.65K ﹤0.01%
+32
1714
$1.61K ﹤0.01%
42
+37
1715
$1.61K ﹤0.01%
+12
1716
$1.6K ﹤0.01%
31
+11
1717
$1.59K ﹤0.01%
75
-8,625
1718
$1.59K ﹤0.01%
100
1719
$1.56K ﹤0.01%
45
+10
1720
$1.56K ﹤0.01%
+11
1721
$1.55K ﹤0.01%
500
1722
$1.53K ﹤0.01%
+3
1723
$1.53K ﹤0.01%
20
1724
$1.53K ﹤0.01%
+92
1725
$1.52K ﹤0.01%
84
+24
67 68
69
70 71