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
$1.1B
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,458
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.07M
3
+$3.79M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.29M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.56M

Top Sells

1
+$9.64M
2
+$5.77M
3
+$4.57M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.49M
5
AAPL icon
Apple
AAPL
+$3.3M

Sector Composition

1 Technology 7.33%
2 Healthcare 3.92%
3 Industrials 3.78%
4 Financials 3.19%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$836K 0.08%
10,672
-2,303
227
$833K 0.08%
16,869
-2,108
228
$833K 0.08%
43,404
+461
229
$832K 0.08%
17,502
-486
230
$831K 0.08%
54,694
+2,148
231
$800K 0.07%
29,212
232
$793K 0.07%
9,780
-1,183
233
$791K 0.07%
13,197
-16
234
$787K 0.07%
31,748
+11,018
235
$785K 0.07%
931
+127
236
$776K 0.07%
15,407
-774
237
$776K 0.07%
31,671
+30,692
238
$774K 0.07%
11,232
+1,950
239
$770K 0.07%
3,021
-606
240
$769K 0.07%
10,139
+10,049
241
$756K 0.07%
7,241
-20,871
242
$753K 0.07%
11,066
+6,571
243
$749K 0.07%
3,825
+2,897
244
$746K 0.07%
7,314
+1,085
245
$746K 0.07%
8,860
246
$741K 0.07%
21,992
+3,619
247
$738K 0.07%
20,352
-586
248
$733K 0.07%
2,188
-41
249
$725K 0.07%
26,135
+453
250
$721K 0.07%
11,354
-2,243
8 9
10
11 12