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
2151
$281 ﹤0.01%
+8
2152
$280 ﹤0.01%
22
2153
$279 ﹤0.01%
+35
2154
$278 ﹤0.01%
3
2155
$277 ﹤0.01%
+32
2156
$275 ﹤0.01%
110
2157
$274 ﹤0.01%
304
2158
$273 ﹤0.01%
+4
2159
$273 ﹤0.01%
+6
2160
$273 ﹤0.01%
+14
2161
$273 ﹤0.01%
5
-15
2162
$272 ﹤0.01%
+6
2163
$269 ﹤0.01%
+7
2164
$269 ﹤0.01%
+3
2165
$267 ﹤0.01%
+12
2166
$267 ﹤0.01%
+5
2167
$265 ﹤0.01%
100
2168
$264 ﹤0.01%
+70
2169
$262 ﹤0.01%
44
-160
2170
$260 ﹤0.01%
+27
2171
$258 ﹤0.01%
+9
2172
$257 ﹤0.01%
+21
2173
$255 ﹤0.01%
+8
2174
$255 ﹤0.01%
25
+1
2175
$253 ﹤0.01%
+11
85 86
87
88 89