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
476
$177K 0.02%
8,543
477
$176K 0.02%
4,099
+101
478
$176K 0.02%
3,900
+3,660
479
$175K 0.02%
842
-138
480
$175K 0.02%
8,179
-1,500
481
$175K 0.02%
+3,941
482
$174K 0.02%
6,476
483
$174K 0.02%
1,042
+740
484
$173K 0.02%
1,856
+354
485
$172K 0.02%
4,449
486
$172K 0.02%
3,249
-2,575
487
$170K 0.02%
1,241
488
$170K 0.02%
3,319
-177
489
$168K 0.02%
1,681
+367
490
$168K 0.02%
6,480
491
$167K 0.02%
1,343
+52
492
$166K 0.02%
1,657
+10
493
$165K 0.02%
751
-466
494
$165K 0.02%
1,229
-100
495
$165K 0.02%
2,148
-216
496
$163K 0.01%
1,360
-334
497
$163K 0.01%
9,188
+104
498
$162K 0.01%
4,352
-3,510
499
$161K 0.01%
1,824
-386
500
$160K 0.01%
1,085
-20
18 19
20
21 22