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
401
$266K 0.02%
7,014
-1,154
402
$263K 0.02%
1,311
-499
403
$262K 0.02%
6,463
-112,560
404
$262K 0.02%
3,983
+892
405
$261K 0.02%
6,920
-490
406
$260K 0.02%
14,700
407
$259K 0.02%
4,279
-120
408
$259K 0.02%
16,206
+10,255
409
$259K 0.02%
2,344
-1
410
$253K 0.02%
4,318
+445
411
$251K 0.02%
2,758
-812
412
$249K 0.02%
2,058
-2,230
413
$249K 0.02%
2,350
414
$248K 0.02%
1,594
-5,320
415
$246K 0.02%
7,755
416
$242K 0.02%
28,943
+34
417
$239K 0.02%
10,060
+9
418
$239K 0.02%
369
-311
419
$237K 0.02%
8,066
+12
420
$236K 0.02%
3,413
+37
421
$236K 0.02%
2,392
-5,220
422
$235K 0.02%
2,555
-1,377
423
$234K 0.02%
6,957
-1,259
424
$232K 0.02%
3,082
-427
425
$231K 0.02%
1,521
-2
15 16
17
18 19