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
26
$9.6M 0.87%
195,285
+4,625
27
$9.31M 0.85%
21,685
+8,836
28
$8.94M 0.81%
160,666
+3,967
29
$8.36M 0.76%
197,692
+5,669
30
$8.3M 0.75%
267,553
+9,067
31
$8.15M 0.74%
175,791
+3,681
32
$8.08M 0.73%
190,430
+6,999
33
$7.6M 0.69%
325,603
+88,775
34
$7.54M 0.68%
17,648
-22,543
35
$7.02M 0.64%
74,671
+13,831
36
$6.77M 0.61%
98,892
-6,697
37
$6.61M 0.6%
283,462
-17,503
38
$6.22M 0.56%
62,880
+1,950
39
$6.1M 0.55%
17,014
+1,173
40
$5.78M 0.53%
132,970
-13,640
41
$5.78M 0.52%
37,575
-8,259
42
$5.68M 0.52%
11,228
+41
43
$5.58M 0.51%
98,879
+1,395
44
$5.28M 0.48%
38,313
+625
45
$5.24M 0.48%
103,208
+99,399
46
$5.17M 0.47%
237,980
+53,870
47
$5.17M 0.47%
103,010
+7,966
48
$5.05M 0.46%
39,751
-2,226
49
$4.91M 0.45%
81,809
-9,605
50
$4.9M 0.44%
145,646
+14,209
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