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
251
$720K 0.07%
+6,599
252
$715K 0.06%
3,235
-675
253
$714K 0.06%
8,901
254
$709K 0.06%
5,777
-696
255
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21,060
-53
256
$698K 0.06%
18,346
-605
257
$692K 0.06%
13,858
-1,404
258
$678K 0.06%
2,944
-310
259
$678K 0.06%
6,129
-1,643
260
$676K 0.06%
12,072
-3,590
261
$676K 0.06%
36,798
+372
262
$675K 0.06%
9,385
+200
263
$671K 0.06%
3,132
+237
264
$660K 0.06%
+54,034
265
$660K 0.06%
16,150
-3,277
266
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19,869
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267
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268
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7,184
-3,302
269
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4,533
-2,344
270
$632K 0.06%
25,777
+2,559
271
$623K 0.06%
14,061
-485
272
$619K 0.06%
11,511
-12,089
273
$604K 0.05%
30,556
+4,157
274
$601K 0.05%
1,918
-388
275
$598K 0.05%
8,696
-5,089
9 10
11
12 13