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
276
$598K 0.05%
12,747
+5,757
277
$596K 0.05%
24,491
-362
278
$593K 0.05%
4,967
+1,890
279
$592K 0.05%
5,523
+8
280
$591K 0.05%
5,302
-566
281
$584K 0.05%
9,028
-3,176
282
$582K 0.05%
21,297
283
$581K 0.05%
8,431
-6,122
284
$573K 0.05%
23,636
+886
285
$552K 0.05%
20,170
-2,026
286
$549K 0.05%
5,342
+408
287
$547K 0.05%
3,500
288
$546K 0.05%
2,694
+287
289
$545K 0.05%
3,762
-40
290
$545K 0.05%
3,339
+1,328
291
$544K 0.05%
3,336
+1,055
292
$542K 0.05%
6,658
+2
293
$540K 0.05%
2,009
-6,813
294
$537K 0.05%
18,702
+3,355
295
$534K 0.05%
36,566
+1,776
296
$525K 0.05%
26,685
-488
297
$521K 0.05%
25,866
298
$518K 0.05%
10,041
-3,254
299
$517K 0.05%
7,584
-7
300
$516K 0.05%
10,412
+3,065
10 11
12
13 14