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
76
$3.54M 0.32%
159,914
+6,764
77
$3.48M 0.32%
37,635
-1,785
78
$3.48M 0.32%
40,307
-6,444
79
$3.33M 0.3%
16,641
-769
80
$3.32M 0.3%
57,993
-1,030
81
$3.31M 0.3%
17,912
-1,728
82
$3.2M 0.29%
12,043
-5,240
83
$3.18M 0.29%
60,030
-1,463
84
$3.15M 0.29%
7,712
-485
85
$3.15M 0.29%
66,230
-26,184
86
$3.15M 0.29%
30,689
+1,876
87
$3.08M 0.28%
70,440
-383
88
$3.06M 0.28%
33,907
+28,336
89
$2.99M 0.27%
5,922
-2,769
90
$2.98M 0.27%
17,594
-154
91
$2.97M 0.27%
33,828
+3,341
92
$2.97M 0.27%
28,827
-10,755
93
$2.96M 0.27%
117,300
+5,806
94
$2.95M 0.27%
6,705
-254
95
$2.85M 0.26%
5,044
+405
96
$2.76M 0.25%
18,939
-7,830
97
$2.76M 0.25%
60,348
+11,351
98
$2.66M 0.24%
20,626
-2,209
99
$2.64M 0.24%
20,201
-3,282
100
$2.6M 0.24%
55,779
-832
2 3
4
5 6