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
1801
$1.13K ﹤0.01%
+16
1802
$1.13K ﹤0.01%
221
1803
$1.12K ﹤0.01%
+13
1804
$1.12K ﹤0.01%
10
+5
1805
$1.1K ﹤0.01%
+32
1806
$1.1K ﹤0.01%
+14
1807
$1.1K ﹤0.01%
+5
1808
$1.09K ﹤0.01%
58
1809
$1.09K ﹤0.01%
+19
1810
$1.08K ﹤0.01%
+31
1811
$1.08K ﹤0.01%
+13
1812
$1.08K ﹤0.01%
+19
1813
$1.08K ﹤0.01%
75
1814
$1.07K ﹤0.01%
36
1815
$1.06K ﹤0.01%
+10
1816
$1.06K ﹤0.01%
40
1817
$1.06K ﹤0.01%
31
+26
1818
$1.05K ﹤0.01%
+8
1819
$1.05K ﹤0.01%
+180
1820
$1.05K ﹤0.01%
+12
1821
$1.04K ﹤0.01%
+36
1822
$1.04K ﹤0.01%
+11
1823
$1.04K ﹤0.01%
25
-10
1824
$1.03K ﹤0.01%
+21
1825
$1.03K ﹤0.01%
19
+9
71 72
73
74 75