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
2126
$316 ﹤0.01%
+6
2127
$312 ﹤0.01%
20
2128
$310 ﹤0.01%
+25
2129
$309 ﹤0.01%
28
+1
2130
$309 ﹤0.01%
+16
2131
$308 ﹤0.01%
+3
2132
$308 ﹤0.01%
+12
2133
$305 ﹤0.01%
+7
2134
$303 ﹤0.01%
+6
2135
$302 ﹤0.01%
+22
2136
$302 ﹤0.01%
12
2137
$299 ﹤0.01%
+7
2138
$298 ﹤0.01%
+3
2139
$298 ﹤0.01%
+5
2140
$298 ﹤0.01%
+10
2141
$297 ﹤0.01%
+13
2142
$296 ﹤0.01%
+3
2143
$294 ﹤0.01%
+28
2144
$291 ﹤0.01%
15
-105
2145
$289 ﹤0.01%
34
2146
$288 ﹤0.01%
+18
2147
$287 ﹤0.01%
+7
2148
$286 ﹤0.01%
9
-5
2149
$284 ﹤0.01%
+8
2150
$281 ﹤0.01%
90
+3
84 85
86
87 88