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
2351
$31 ﹤0.01%
5
2352
$30 ﹤0.01%
3
-3
2353
$30 ﹤0.01%
4
2354
$30 ﹤0.01%
21
2355
$28 ﹤0.01%
+1
2356
$28 ﹤0.01%
+1
2357
$27 ﹤0.01%
+2
2358
$26 ﹤0.01%
+2
2359
$24 ﹤0.01%
+1
2360
$21 ﹤0.01%
+3
2361
$20 ﹤0.01%
+3
2362
$19 ﹤0.01%
3
2363
$18 ﹤0.01%
+1
2364
$18 ﹤0.01%
+1
2365
$17 ﹤0.01%
2
-88
2366
– –
0
2367
$15 ﹤0.01%
+1
2368
$14 ﹤0.01%
+3
2369
$12 ﹤0.01%
+2
2370
$11 ﹤0.01%
153
2371
$10 ﹤0.01%
+2
2372
$7 ﹤0.01%
3
2373
$4 ﹤0.01%
2
2374
– –
0
2375
$3 ﹤0.01%
1
93 94
95
96 97