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
2026
$501 ﹤0.01%
+6
2027
$501 ﹤0.01%
11
-1,138
2028
$499 ﹤0.01%
+6
2029
$494 ﹤0.01%
+6
2030
$494 ﹤0.01%
+8
2031
$490 ﹤0.01%
+9
2032
$487 ﹤0.01%
+6
2033
$485 ﹤0.01%
+6
2034
$484 ﹤0.01%
+6
2035
$483 ﹤0.01%
25
2036
$481 ﹤0.01%
+29
2037
$480 ﹤0.01%
13
-2
2038
$479 ﹤0.01%
+14
2039
$479 ﹤0.01%
+15
2040
$477 ﹤0.01%
+34
2041
$476 ﹤0.01%
+22
2042
$475 ﹤0.01%
+6
2043
$473 ﹤0.01%
+4
2044
$473 ﹤0.01%
10
-5
2045
$471 ﹤0.01%
+8
2046
$470 ﹤0.01%
43
2047
$469 ﹤0.01%
+20
2048
$465 ﹤0.01%
11
+6
2049
$465 ﹤0.01%
+10
2050
$463 ﹤0.01%
+8
80 81
82
83 84