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
2301
$90 ﹤0.01%
5
2302
$89 ﹤0.01%
+3
2303
$88 ﹤0.01%
+2
2304
$85 ﹤0.01%
+2
2305
$85 ﹤0.01%
+2
2306
$84 ﹤0.01%
+3
2307
$84 ﹤0.01%
9
-6
2308
$82 ﹤0.01%
+1
2309
$77 ﹤0.01%
+2
2310
$76 ﹤0.01%
30
-45
2311
$76 ﹤0.01%
+2
2312
$70 ﹤0.01%
+1
2313
$70 ﹤0.01%
+2
2314
$69 ﹤0.01%
+2
2315
$68 ﹤0.01%
+9
2316
$67 ﹤0.01%
+1
2317
$66 ﹤0.01%
+2
2318
$65 ﹤0.01%
+7
2319
$65 ﹤0.01%
3
-22
2320
$63 ﹤0.01%
+2
2321
$63 ﹤0.01%
50
2322
$63 ﹤0.01%
+3
2323
$57 ﹤0.01%
+7
2324
$56 ﹤0.01%
+5
2325
$55 ﹤0.01%
+2
91 92
93
94 95