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
2001
$575 ﹤0.01%
+70
2002
$573 ﹤0.01%
+46
2003
$564 ﹤0.01%
+27
2004
$559 ﹤0.01%
10
+5
2005
$558 ﹤0.01%
+7
2006
$555 ﹤0.01%
+11
2007
$552 ﹤0.01%
+24
2008
$548 ﹤0.01%
+8
2009
$548 ﹤0.01%
13
-177
2010
$548 ﹤0.01%
+6
2011
$546 ﹤0.01%
12
+3
2012
$536 ﹤0.01%
+8
2013
$534 ﹤0.01%
+9
2014
$532 ﹤0.01%
+12
2015
$531 ﹤0.01%
+13
2016
$529 ﹤0.01%
+30
2017
$525 ﹤0.01%
+18
2018
$525 ﹤0.01%
+12
2019
$518 ﹤0.01%
+11
2020
$518 ﹤0.01%
+20
2021
$510 ﹤0.01%
+9
2022
$508 ﹤0.01%
15
2023
$507 ﹤0.01%
+37
2024
$504 ﹤0.01%
+13
2025
$502 ﹤0.01%
200
79 80
81
82 83