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
2051
$461 ﹤0.01%
+33
2052
$461 ﹤0.01%
61
2053
$460 ﹤0.01%
+7
2054
$459 ﹤0.01%
+12
2055
$458 ﹤0.01%
24
2056
$454 ﹤0.01%
+9
2057
$453 ﹤0.01%
+14
2058
$452 ﹤0.01%
+12
2059
$452 ﹤0.01%
+9
2060
$447 ﹤0.01%
+44
2061
$445 ﹤0.01%
136
2062
$444 ﹤0.01%
+4
2063
$439 ﹤0.01%
57
2064
$439 ﹤0.01%
+13
2065
$438 ﹤0.01%
+5
2066
$434 ﹤0.01%
19
2067
$428 ﹤0.01%
+5
2068
$419 ﹤0.01%
+9
2069
$418 ﹤0.01%
+29
2070
$411 ﹤0.01%
+4
2071
$411 ﹤0.01%
+13
2072
$408 ﹤0.01%
+3
2073
$406 ﹤0.01%
34
2074
$403 ﹤0.01%
+12
2075
$402 ﹤0.01%
50
81 82
83
84 85