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
1851
$960 ﹤0.01%
52
1852
$957 ﹤0.01%
+4
1853
$956 ﹤0.01%
90
1854
$953 ﹤0.01%
6
-294
1855
$950 ﹤0.01%
+7
1856
$948 ﹤0.01%
+19
1857
$947 ﹤0.01%
+10
1858
$947 ﹤0.01%
+10
1859
$944 ﹤0.01%
+26
1860
$939 ﹤0.01%
+6
1861
$939 ﹤0.01%
+15
1862
$939 ﹤0.01%
+8
1863
$938 ﹤0.01%
+57
1864
$936 ﹤0.01%
+14
1865
$933 ﹤0.01%
+3
1866
$928 ﹤0.01%
+52
1867
$926 ﹤0.01%
+9
1868
$922 ﹤0.01%
8
-65
1869
$917 ﹤0.01%
25
+20
1870
$911 ﹤0.01%
74
+65
1871
$897 ﹤0.01%
+16
1872
$885 ﹤0.01%
15
-100
1873
$884 ﹤0.01%
+41
1874
$883 ﹤0.01%
+15
1875
$882 ﹤0.01%
31
-383
73 74
75
76 77