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
151
$1.54M 0.15%
13,386
+119
152
$1.53M 0.15%
16,503
-1,449
153
$1.52M 0.15%
18,170
-895
154
$1.51M 0.15%
101,376
-5,571
155
$1.51M 0.15%
16,220
-4
156
$1.48M 0.15%
13,683
+3,337
157
$1.46M 0.14%
3,987
+73
158
$1.44M 0.14%
16,923
-573
159
$1.44M 0.14%
61,975
-808
160
$1.43M 0.14%
49,550
-241
161
$1.42M 0.14%
31,086
+432
162
$1.41M 0.14%
18,898
+12,673
163
$1.38M 0.14%
4,168
+56
164
$1.37M 0.13%
5,607
-193
165
$1.35M 0.13%
20,169
-6,748
166
$1.35M 0.13%
27,210
+1,496
167
$1.34M 0.13%
13,063
-61
168
$1.34M 0.13%
15,533
+502
169
$1.32M 0.13%
3,807
+108
170
$1.32M 0.13%
17,006
+15,459
171
$1.32M 0.13%
10,949
+1,085
172
$1.31M 0.13%
18,276
-4,562
173
$1.3M 0.13%
14,439
-19,969
174
$1.28M 0.13%
81,024
-28,546
175
$1.25M 0.12%
8,394
-14,651
5 6
7
8 9