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
201
$1.01M 0.1%
3,473
-61
202
$1M 0.1%
13,476
+28
203
$1M 0.1%
8,326
-423
204
$987K 0.1%
18,110
+4,984
205
$979K 0.1%
9,461
+26
206
$972K 0.1%
39,680
+29,496
207
$966K 0.1%
3,892
-89
208
$966K 0.1%
16,160
-20
209
$960K 0.09%
1,134
+33
210
$953K 0.09%
10,591
-762
211
$946K 0.09%
2,824
+153
212
$937K 0.09%
12,451
+5,325
213
$928K 0.09%
3,908
+167
214
$918K 0.09%
14,436
-3,446
215
$911K 0.09%
29,959
-2,664
216
$904K 0.09%
5,725
+238
217
$904K 0.09%
19,164
-2,590
218
$900K 0.09%
17,988
-361
219
$896K 0.09%
12,545
-701
220
$886K 0.09%
13,496
-1,599
221
$882K 0.09%
50,391
-8,447
222
$877K 0.09%
17,077
-6,469
223
$871K 0.09%
22,392
+332
224
$865K 0.09%
18,991
-969
225
$861K 0.08%
11,692
-2,763
7 8
9
10 11