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
351
$367K 0.03%
1,913
+199
352
$366K 0.03%
15,147
353
$365K 0.03%
15,157
354
$357K 0.03%
3,886
+1,876
355
$356K 0.03%
38,666
+1,679
356
$352K 0.03%
10,682
-601
357
$352K 0.03%
14,967
+14,040
358
$351K 0.03%
1,714
-872
359
$350K 0.03%
1,718
-217
360
$348K 0.03%
7,778
-33
361
$344K 0.03%
11,363
-378
362
$343K 0.03%
7,465
+4,531
363
$343K 0.03%
6,610
+4,200
364
$341K 0.03%
4,539
+4
365
$338K 0.03%
31,187
-13,288
366
$338K 0.03%
1,436
+2
367
$335K 0.03%
1,759
-108
368
$330K 0.03%
6,761
-56
369
$329K 0.03%
21,920
-4,855
370
$328K 0.03%
49,014
-41,982
371
$327K 0.03%
222
372
$326K 0.03%
5,200
-430
373
$325K 0.03%
5,073
+866
374
$323K 0.03%
4,481
+276
375
$322K 0.03%
5,510
+98
13 14
15
16 17