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
176
$1.25M 0.12%
51,876
-10,805
177
$1.25M 0.12%
28,454
+10,379
178
$1.24M 0.12%
19,578
+670
179
$1.23M 0.12%
5,929
+915
180
$1.23M 0.12%
81,750
-17,100
181
$1.22M 0.12%
26,597
+844
182
$1.21M 0.12%
27,916
-439
183
$1.19M 0.12%
18,168
-5,489
184
$1.18M 0.12%
23,349
+2,422
185
$1.18M 0.12%
6,779
-193
186
$1.17M 0.12%
25,233
+2,557
187
$1.16M 0.11%
8,216
+633
188
$1.16M 0.11%
24,292
-3,177
189
$1.16M 0.11%
53,120
-5,216
190
$1.12M 0.11%
8,639
-406
191
$1.11M 0.11%
19,017
+11,559
192
$1.08M 0.11%
13,195
-2,001
193
$1.07M 0.1%
63,171
-6,168
194
$1.06M 0.1%
40,229
-713
195
$1.06M 0.1%
10,518
-10
196
$1.04M 0.1%
5,228
+96
197
$1.04M 0.1%
30,365
+384
198
$1.04M 0.1%
32,878
+4,217
199
$1.03M 0.1%
11,889
-4,984
200
$1.02M 0.1%
21,584
-1,495
6 7
8
9 10