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
101
$2.6M 0.24%
29,239
-4,252
102
$2.56M 0.23%
116,841
-971
103
$2.47M 0.22%
64,024
-5,715
104
$2.46M 0.22%
18,809
+1,036
105
$2.46M 0.22%
131,799
+26,706
106
$2.42M 0.22%
18,378
-1,526
107
$2.4M 0.22%
141,252
+28,996
108
$2.39M 0.22%
6,417
-154
109
$2.36M 0.21%
13,969
-2,661
110
$2.35M 0.21%
32,413
-2,433
111
$2.28M 0.21%
10,171
+9,820
112
$2.28M 0.21%
86,083
+517
113
$2.15M 0.2%
12,565
-255
114
$2.15M 0.2%
95,183
+2,599
115
$2.11M 0.19%
94,335
+34
116
$2.09M 0.19%
24,100
+1,036
117
$2.07M 0.19%
62,398
-7,220
118
$2.06M 0.19%
46,992
+7,698
119
$2.02M 0.18%
47,366
-2,784
120
$1.98M 0.18%
17,197
-882
121
$1.98M 0.18%
27,377
-3,606
122
$1.97M 0.18%
41,112
+16,162
123
$1.96M 0.18%
11,589
-2,548
124
$1.93M 0.18%
36,326
-2,078
125
$1.93M 0.18%
87,462
-73,436
3 4
5
6 7