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
1976
$641 ﹤0.01%
48
-70
1977
$639 ﹤0.01%
+6
1978
$639 ﹤0.01%
10
+3
1979
$637 ﹤0.01%
25
1980
$634 ﹤0.01%
+16
1981
$632 ﹤0.01%
+20
1982
$630 ﹤0.01%
+11
1983
$617 ﹤0.01%
+16
1984
$615 ﹤0.01%
+4
1985
$615 ﹤0.01%
9
+8
1986
$614 ﹤0.01%
3
-72
1987
$610 ﹤0.01%
+9
1988
$609 ﹤0.01%
37
-748
1989
$609 ﹤0.01%
+7
1990
$608 ﹤0.01%
+18
1991
$607 ﹤0.01%
+10
1992
$604 ﹤0.01%
+1
1993
$599 ﹤0.01%
+4
1994
$592 ﹤0.01%
+29
1995
$589 ﹤0.01%
+11
1996
$589 ﹤0.01%
+21
1997
$583 ﹤0.01%
6
1998
$581 ﹤0.01%
+12
1999
$579 ﹤0.01%
+6
2000
$575 ﹤0.01%
+13
78 79
80
81 82