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
1826
$1.03K ﹤0.01%
+14
1827
$1.03K ﹤0.01%
+8
1828
$1.02K ﹤0.01%
+20
1829
$1.02K ﹤0.01%
+7
1830
$1.02K ﹤0.01%
+36
1831
$1.02K ﹤0.01%
40
1832
$1.02K ﹤0.01%
+45
1833
$1.01K ﹤0.01%
100
-370
1834
$1.01K ﹤0.01%
+8
1835
$1K ﹤0.01%
+34
1836
$1K ﹤0.01%
90
-395
1837
$1K ﹤0.01%
+31
1838
$1K ﹤0.01%
35
-20
1839
$998 ﹤0.01%
+28
1840
$985 ﹤0.01%
17
-74
1841
$985 ﹤0.01%
+39
1842
$982 ﹤0.01%
+9
1843
$981 ﹤0.01%
+13
1844
$978 ﹤0.01%
+71
1845
$973 ﹤0.01%
153
+53
1846
$971 ﹤0.01%
+9
1847
$971 ﹤0.01%
+8
1848
$967 ﹤0.01%
3
+1
1849
$966 ﹤0.01%
+13
1850
$964 ﹤0.01%
32
-68
72 73
74
75 76