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
376
$321K 0.03%
23,243
-17,704
377
$315K 0.03%
7,795
+2,329
378
$311K 0.03%
11,355
+847
379
$308K 0.03%
2,276
-715
380
$308K 0.03%
12,017
+1,480
381
$306K 0.03%
9,500
+300
382
$306K 0.03%
2,548
-324
383
$304K 0.03%
3,200
-1,927
384
$298K 0.03%
11,957
385
$292K 0.03%
8,925
-1,429
386
$291K 0.03%
3,567
-1,141
387
$291K 0.03%
1,104
-7
388
$290K 0.03%
2,657
-893
389
$288K 0.03%
13,377
+5,559
390
$284K 0.03%
3,278
-1,033
391
$282K 0.03%
3,720
-225
392
$278K 0.03%
971
-21
393
$277K 0.03%
25,315
+40
394
$272K 0.02%
2,901
-1,964
395
$272K 0.02%
6,611
-1,821
396
$272K 0.02%
5,035
+825
397
$269K 0.02%
15,520
-100
398
$268K 0.02%
4,656
+20
399
$268K 0.02%
6,526
-163
400
$268K 0.02%
15,566
-76
14 15
16
17 18