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
2101
$346 ﹤0.01%
+7
2102
$346 ﹤0.01%
+3
2103
$346 ﹤0.01%
+7
2104
$341 ﹤0.01%
+9
2105
$340 ﹤0.01%
15
-20
2106
$340 ﹤0.01%
55
+15
2107
$339 ﹤0.01%
+16
2108
$338 ﹤0.01%
+13
2109
$337 ﹤0.01%
+3
2110
$335 ﹤0.01%
+10
2111
$334 ﹤0.01%
+2
2112
$334 ﹤0.01%
15
+1
2113
$332 ﹤0.01%
+2
2114
$329 ﹤0.01%
+5
2115
$328 ﹤0.01%
+12
2116
$326 ﹤0.01%
+25
2117
$326 ﹤0.01%
+11
2118
$324 ﹤0.01%
18
-17
2119
$323 ﹤0.01%
+1
2120
$321 ﹤0.01%
+19
2121
$320 ﹤0.01%
+8
2122
$319 ﹤0.01%
+28
2123
$319 ﹤0.01%
+5
2124
$319 ﹤0.01%
+42
2125
$318 ﹤0.01%
14
83 84
85
86 87