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
2226
$172 ﹤0.01%
5
2227
$171 ﹤0.01%
+2
2228
$170 ﹤0.01%
+30
2229
$169 ﹤0.01%
5
-144
2230
$164 ﹤0.01%
+10
2231
$164 ﹤0.01%
+6
2232
$163 ﹤0.01%
+3
2233
$163 ﹤0.01%
+30
2234
$161 ﹤0.01%
+6
2235
$161 ﹤0.01%
+1
2236
$156 ﹤0.01%
+5
2237
$154 ﹤0.01%
5
-70
2238
$153 ﹤0.01%
+8
2239
$153 ﹤0.01%
+4
2240
$152 ﹤0.01%
3
-67
2241
$152 ﹤0.01%
+11
2242
$150 ﹤0.01%
+16
2243
$148 ﹤0.01%
+3
2244
$146 ﹤0.01%
+23
2245
$145 ﹤0.01%
+9
2246
$145 ﹤0.01%
51
2247
$143 ﹤0.01%
+31
2248
$142 ﹤0.01%
+1
2249
$141 ﹤0.01%
+3
2250
$140 ﹤0.01%
+5
88 89
90
91 92