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
1776
$1.28K ﹤0.01%
+70
1777
$1.26K ﹤0.01%
3
+2
1778
$1.25K ﹤0.01%
+80
1779
$1.25K ﹤0.01%
43
+1
1780
$1.25K ﹤0.01%
+33
1781
$1.24K ﹤0.01%
50
1782
$1.23K ﹤0.01%
+15
1783
$1.22K ﹤0.01%
+29
1784
$1.21K ﹤0.01%
+40
1785
$1.21K ﹤0.01%
140
1786
$1.2K ﹤0.01%
+35
1787
$1.18K ﹤0.01%
+6
1788
$1.18K ﹤0.01%
+13
1789
$1.18K ﹤0.01%
+18
1790
$1.16K ﹤0.01%
+11
1791
$1.15K ﹤0.01%
+10
1792
$1.15K ﹤0.01%
10
-10
1793
$1.15K ﹤0.01%
68
1794
$1.15K ﹤0.01%
+16
1795
$1.14K ﹤0.01%
15
+5
1796
$1.14K ﹤0.01%
+23
1797
$1.14K ﹤0.01%
+7
1798
$1.14K ﹤0.01%
+13
1799
$1.13K ﹤0.01%
+10
1800
$1.13K ﹤0.01%
+31
70 71
72
73 74