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
2076
$401 ﹤0.01%
+10
2077
$392 ﹤0.01%
+3
2078
$391 ﹤0.01%
+5
2079
$387 ﹤0.01%
+6
2080
$387 ﹤0.01%
+12
2081
$379 ﹤0.01%
14
+9
2082
$378 ﹤0.01%
+24
2083
$378 ﹤0.01%
+6
2084
$374 ﹤0.01%
26
+1
2085
$374 ﹤0.01%
+10
2086
$371 ﹤0.01%
+9
2087
$369 ﹤0.01%
+7
2088
$368 ﹤0.01%
+7
2089
$367 ﹤0.01%
9
-91
2090
$365 ﹤0.01%
80
-320
2091
$364 ﹤0.01%
+10
2092
$363 ﹤0.01%
72
2093
$362 ﹤0.01%
+8
2094
$355 ﹤0.01%
+7
2095
$355 ﹤0.01%
+2
2096
$354 ﹤0.01%
+14
2097
$354 ﹤0.01%
12
-42
2098
$349 ﹤0.01%
+7
2099
$349 ﹤0.01%
+15
2100
$348 ﹤0.01%
+3
82 83
84
85 86