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
2276
$121 ﹤0.01%
+3
2277
$121 ﹤0.01%
+2
2278
$119 ﹤0.01%
+4
2279
$117 ﹤0.01%
+5
2280
$116 ﹤0.01%
+3
2281
$115 ﹤0.01%
5
-5
2282
$114 ﹤0.01%
+2
2283
$114 ﹤0.01%
+2
2284
$114 ﹤0.01%
+10
2285
$113 ﹤0.01%
1
2286
$112 ﹤0.01%
+5
2287
$112 ﹤0.01%
1
2288
$108 ﹤0.01%
+2
2289
$107 ﹤0.01%
+4
2290
$103 ﹤0.01%
30
2291
$103 ﹤0.01%
+18
2292
$102 ﹤0.01%
+2
2293
$100 ﹤0.01%
+7
2294
$99 ﹤0.01%
+2
2295
$98 ﹤0.01%
8
2296
$95 ﹤0.01%
+1
2297
$95 ﹤0.01%
+4
2298
$94 ﹤0.01%
+8
2299
$92 ﹤0.01%
+15
2300
$92 ﹤0.01%
+10
90 91
92
93 94