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
1951
$680 ﹤0.01%
+10
1952
$679 ﹤0.01%
+16
1953
$678 ﹤0.01%
+14
1954
$677 ﹤0.01%
+60
1955
$676 ﹤0.01%
+6
1956
$675 ﹤0.01%
62
1957
$674 ﹤0.01%
12
-3,005
1958
$673 ﹤0.01%
700
1959
$671 ﹤0.01%
+9
1960
$668 ﹤0.01%
88
1961
$667 ﹤0.01%
30
1962
$667 ﹤0.01%
8
1963
$666 ﹤0.01%
+15
1964
$666 ﹤0.01%
+7
1965
$662 ﹤0.01%
+4
1966
$659 ﹤0.01%
15
-6
1967
$658 ﹤0.01%
+41
1968
$658 ﹤0.01%
+13
1969
$656 ﹤0.01%
+14
1970
$654 ﹤0.01%
+6
1971
$652 ﹤0.01%
+100
1972
$648 ﹤0.01%
+7
1973
$648 ﹤0.01%
+14
1974
$647 ﹤0.01%
+7
1975
$644 ﹤0.01%
+10
77 78
79
80 81