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
2201
$217 ﹤0.01%
+41
2202
$217 ﹤0.01%
+9
2203
$217 ﹤0.01%
14
-386
2204
$217 ﹤0.01%
+2
2205
$215 ﹤0.01%
+4
2206
$213 ﹤0.01%
+24
2207
$212 ﹤0.01%
+14
2208
$210 ﹤0.01%
250
2209
$209 ﹤0.01%
+3
2210
$208 ﹤0.01%
+31
2211
$204 ﹤0.01%
+4
2212
$200 ﹤0.01%
+24
2213
$194 ﹤0.01%
+18
2214
$193 ﹤0.01%
+5
2215
$191 ﹤0.01%
+1
2216
$190 ﹤0.01%
+10
2217
$190 ﹤0.01%
28
+1
2218
$189 ﹤0.01%
+3
2219
$189 ﹤0.01%
18
2220
$188 ﹤0.01%
+3
2221
$185 ﹤0.01%
+5
2222
$185 ﹤0.01%
+11
2223
$183 ﹤0.01%
+9
2224
$183 ﹤0.01%
+11
2225
$180 ﹤0.01%
+6
87 88
89
90 91