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
2326
$55 ﹤0.01%
7
2327
$53 ﹤0.01%
+7
2328
$53 ﹤0.01%
+1
2329
$48 ﹤0.01%
+3
2330
$46 ﹤0.01%
+3
2331
$45 ﹤0.01%
+2
2332
$45 ﹤0.01%
+2
2333
$44 ﹤0.01%
+5
2334
$44 ﹤0.01%
+2
2335
$43 ﹤0.01%
+2
2336
$42 ﹤0.01%
+2
2337
$42 ﹤0.01%
+4
2338
$41 ﹤0.01%
+4
2339
$41 ﹤0.01%
10
2340
$39 ﹤0.01%
+2
2341
$38 ﹤0.01%
8
2342
$38 ﹤0.01%
+6
2343
$37 ﹤0.01%
+1
2344
$36 ﹤0.01%
+1
2345
$36 ﹤0.01%
+1
2346
$35 ﹤0.01%
+1
2347
$34 ﹤0.01%
+1
2348
$33 ﹤0.01%
+4
2349
$33 ﹤0.01%
+2
2350
$32 ﹤0.01%
+2
92 93
94
95 96