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
301
$515K 0.05%
4,862
-8,242
302
$513K 0.05%
3,445
-5,610
303
$513K 0.05%
21,542
+2,210
304
$509K 0.05%
13,919
+627
305
$507K 0.05%
16,566
306
$504K 0.05%
15,347
307
$501K 0.05%
9,956
+13
308
$476K 0.04%
16,212
-914
309
$475K 0.04%
2,440
+2,275
310
$472K 0.04%
9,731
+554
311
$470K 0.04%
6,307
-1,034
312
$468K 0.04%
13,780
+368
313
$461K 0.04%
11,622
-2,637
314
$459K 0.04%
1,149
+285
315
$457K 0.04%
7,717
-308
316
$447K 0.04%
6,395
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317
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3,591
-568
318
$445K 0.04%
12,017
-1,274
319
$437K 0.04%
32,835
+159
320
$436K 0.04%
5,946
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321
$429K 0.04%
+20,352
322
$429K 0.04%
16,366
+14,755
323
$429K 0.04%
14,666
+172
324
$427K 0.04%
10,158
-322
325
$426K 0.04%
22,437
-63
11 12
13
14 15