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
1876
$876 ﹤0.01%
31
1877
$866 ﹤0.01%
26
+18
1878
$865 ﹤0.01%
+11
1879
$864 ﹤0.01%
+8
1880
$863 ﹤0.01%
+12
1881
$863 ﹤0.01%
+14
1882
$863 ﹤0.01%
+11
1883
$861 ﹤0.01%
+12
1884
$860 ﹤0.01%
34
-1
1885
$847 ﹤0.01%
+25
1886
$846 ﹤0.01%
+12
1887
$843 ﹤0.01%
95
1888
$828 ﹤0.01%
+16
1889
$819 ﹤0.01%
11
-48
1890
$814 ﹤0.01%
+13
1891
$814 ﹤0.01%
+9
1892
$813 ﹤0.01%
13
-112
1893
$812 ﹤0.01%
+11
1894
$803 ﹤0.01%
79
-16
1895
$802 ﹤0.01%
8
-11
1896
$802 ﹤0.01%
+3
1897
$799 ﹤0.01%
+6
1898
$798 ﹤0.01%
+9
1899
$795 ﹤0.01%
+20
1900
$795 ﹤0.01%
+75
74 75
76
77 78