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
51
$4.88M 0.44%
186,831
+1,817
52
$4.86M 0.44%
87,978
+2,340
53
$4.63M 0.42%
49,123
+5,148
54
$4.61M 0.42%
18,418
-886
55
$4.58M 0.42%
86,668
+740
56
$4.47M 0.41%
165,855
+2,986
57
$4.45M 0.4%
33,745
-9,383
58
$4.44M 0.4%
87,272
+356
59
$4.4M 0.4%
45,448
-5,660
60
$4.35M 0.39%
141,434
+5,120
61
$4.24M 0.39%
14,130
+1,248
62
$4.1M 0.37%
54,703
-2,571
63
$4.02M 0.36%
49,618
+40,600
64
$4.01M 0.36%
27,670
-6,160
65
$3.97M 0.36%
142,525
-914
66
$3.96M 0.36%
25,427
-2,397
67
$3.96M 0.36%
80,875
+5,194
68
$3.92M 0.36%
11,182
-1,979
69
$3.88M 0.35%
24,350
+2,041
70
$3.86M 0.35%
110,417
-579
71
$3.85M 0.35%
99,778
+19,079
72
$3.64M 0.33%
72,925
+38,485
73
$3.63M 0.33%
38,632
-7,538
74
$3.58M 0.32%
104,229
+3,817
75
$3.57M 0.32%
116,167
-775
1 2
3
4 5