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
1751
$1.39K ﹤0.01%
+5
1752
$1.39K ﹤0.01%
126
1753
$1.39K ﹤0.01%
+62
1754
$1.39K ﹤0.01%
+6
1755
$1.38K ﹤0.01%
220
1756
$1.38K ﹤0.01%
+18
1757
$1.37K ﹤0.01%
+151
1758
$1.35K ﹤0.01%
+47
1759
$1.35K ﹤0.01%
+53
1760
$1.33K ﹤0.01%
44
-66
1761
$1.33K ﹤0.01%
+10
1762
$1.33K ﹤0.01%
10
1763
$1.32K ﹤0.01%
+29
1764
$1.32K ﹤0.01%
200
1765
$1.32K ﹤0.01%
+122
1766
$1.32K ﹤0.01%
+22
1767
$1.31K ﹤0.01%
62
+57
1768
$1.31K ﹤0.01%
+5
1769
$1.31K ﹤0.01%
+51
1770
$1.3K ﹤0.01%
+33
1771
$1.3K ﹤0.01%
19
+7
1772
$1.3K ﹤0.01%
+9
1773
$1.29K ﹤0.01%
20
+15
1774
$1.29K ﹤0.01%
+12
1775
$1.28K ﹤0.01%
+33
69 70
71
72 73