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
2176
$253 ﹤0.01%
+27
2177
$250 ﹤0.01%
+5
2178
$249 ﹤0.01%
+12
2179
$249 ﹤0.01%
31
+2
2180
$245 ﹤0.01%
+7
2181
$244 ﹤0.01%
1,495
2182
$243 ﹤0.01%
25
-466
2183
$239 ﹤0.01%
+2
2184
$238 ﹤0.01%
+3
2185
$238 ﹤0.01%
+16
2186
$237 ﹤0.01%
+12
2187
$236 ﹤0.01%
9
2188
$233 ﹤0.01%
17
+2
2189
$232 ﹤0.01%
+8
2190
$231 ﹤0.01%
+2
2191
$229 ﹤0.01%
20
2192
$228 ﹤0.01%
+7
2193
$226 ﹤0.01%
+1
2194
$225 ﹤0.01%
+5
2195
$223 ﹤0.01%
32
+2
2196
$222 ﹤0.01%
30
+2
2197
$222 ﹤0.01%
1
-1
2198
$221 ﹤0.01%
165
2199
$220 ﹤0.01%
+4
2200
$218 ﹤0.01%
+6
86 87
88
89 90