AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 7.32%
2 Healthcare 3.92%
3 Industrials 3.78%
4 Financials 3.2%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$209K 0.02%
14,690
-520
452
$209K 0.02%
1,248
+5
453
$209K 0.02%
1,193
-301
454
$208K 0.02%
643
-13
455
$206K 0.02%
10,489
+1
456
$205K 0.02%
6,972
-250
457
$203K 0.02%
3,345
-2,895
458
$203K 0.02%
990
459
$200K 0.02%
3,410
-1,163
460
$195K 0.02%
6,910
+2,890
461
$195K 0.02%
2,416
+835
462
$192K 0.02%
3,645
-731
463
$192K 0.02%
8,524
-426
464
$191K 0.02%
3,946
-959
465
$191K 0.02%
1,795
-3,247
466
$190K 0.02%
2,528
-393
467
$187K 0.02%
3,449
-45
468
$186K 0.02%
8,757
469
$184K 0.02%
1,443
-196
470
$184K 0.02%
3,516
471
$182K 0.02%
1,758
-231
472
$181K 0.02%
1,139
-338
473
$179K 0.02%
3,661
+3,433
474
$179K 0.02%
1,077
+77
475
$178K 0.02%
881
-29
17 18
19
20 21