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
1901
$795 ﹤0.01%
+59
1902
$790 ﹤0.01%
+9
1903
$788 ﹤0.01%
+22
1904
$781 ﹤0.01%
23
1905
$781 ﹤0.01%
+6
1906
$774 ﹤0.01%
42
+32
1907
$772 ﹤0.01%
+4
1908
$763 ﹤0.01%
22
1909
$762 ﹤0.01%
50
1910
$755 ﹤0.01%
24
-82
1911
$751 ﹤0.01%
5
1912
$749 ﹤0.01%
84
+81
1913
$749 ﹤0.01%
+14
1914
$741 ﹤0.01%
40
1915
$741 ﹤0.01%
+22
1916
$741 ﹤0.01%
+15
1917
$739 ﹤0.01%
+14
1918
$736 ﹤0.01%
+24
1919
$734 ﹤0.01%
+7
1920
$734 ﹤0.01%
+132
1921
$734 ﹤0.01%
70
1922
$733 ﹤0.01%
60
+55
1923
$733 ﹤0.01%
+6
1924
$730 ﹤0.01%
+8
1925
$730 ﹤0.01%
+50
75 76
77
78 79