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
326
$424K 0.04%
3,451
-51
327
$422K 0.04%
1,118
+99
328
$415K 0.04%
9,803
-21
329
$410K 0.04%
20,579
-8,255
330
$409K 0.04%
13,959
-456
331
$409K 0.04%
23,670
+4
332
$404K 0.04%
10,434
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333
$402K 0.04%
3,616
-1,271
334
$399K 0.04%
2,051
+502
335
$398K 0.04%
3,922
-1,958
336
$397K 0.04%
8,771
+43
337
$397K 0.04%
12,015
-4,417
338
$396K 0.04%
1,291
-789
339
$391K 0.04%
1,124
-34
340
$385K 0.03%
19,159
-50
341
$383K 0.03%
2,465
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342
$382K 0.03%
3,191
-2,894
343
$382K 0.03%
3,565
-57
344
$380K 0.03%
16,851
+1,548
345
$380K 0.03%
14,193
346
$376K 0.03%
2,717
-39
347
$376K 0.03%
10,020
+100
348
$375K 0.03%
2,633
+14
349
$373K 0.03%
10,329
+1,380
350
$370K 0.03%
9,105
-785
12 13
14
15 16