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
2251
$140 ﹤0.01%
5
2252
$139 ﹤0.01%
+4
2253
$138 ﹤0.01%
+3
2254
$136 ﹤0.01%
5
-5
2255
$136 ﹤0.01%
+2
2256
$136 ﹤0.01%
+4
2257
$135 ﹤0.01%
+6
2258
$134 ﹤0.01%
+9
2259
$134 ﹤0.01%
+3
2260
$133 ﹤0.01%
+3
2261
$133 ﹤0.01%
+4
2262
$132 ﹤0.01%
44
2263
$132 ﹤0.01%
+4
2264
$130 ﹤0.01%
+1
2265
$130 ﹤0.01%
+2
2266
$128 ﹤0.01%
+5
2267
$128 ﹤0.01%
5
2268
$127 ﹤0.01%
5
-55
2269
$125 ﹤0.01%
+6
2270
$125 ﹤0.01%
+10
2271
$124 ﹤0.01%
+6
2272
$124 ﹤0.01%
+8
2273
$123 ﹤0.01%
4
-3,816
2274
$122 ﹤0.01%
+2
2275
$121 ﹤0.01%
+6
89 90
91
92 93