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
1726
$1.51K ﹤0.01%
+19
1727
$1.5K ﹤0.01%
+6
1728
$1.5K ﹤0.01%
100
1729
$1.49K ﹤0.01%
24
+19
1730
$1.49K ﹤0.01%
+7
1731
$1.48K ﹤0.01%
54
+34
1732
$1.48K ﹤0.01%
40
+2
1733
$1.48K ﹤0.01%
10
+5
1734
$1.48K ﹤0.01%
165
-193
1735
$1.48K ﹤0.01%
135
+2
1736
$1.47K ﹤0.01%
+50
1737
$1.46K ﹤0.01%
24
+19
1738
$1.45K ﹤0.01%
29
+19
1739
$1.44K ﹤0.01%
29
-36
1740
$1.44K ﹤0.01%
30
1741
$1.44K ﹤0.01%
+16
1742
$1.43K ﹤0.01%
+14
1743
$1.43K ﹤0.01%
6
-434
1744
$1.43K ﹤0.01%
19
+4
1745
$1.42K ﹤0.01%
+3
1746
$1.42K ﹤0.01%
+19
1747
$1.42K ﹤0.01%
+16
1748
$1.41K ﹤0.01%
1
-1
1749
$1.41K ﹤0.01%
35
+30
1750
$1.4K ﹤0.01%
+30
68 69
70
71 72