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
126
$1.9M 0.17%
58,526
+1,909
127
$1.89M 0.17%
55,474
-1,046
128
$1.88M 0.17%
35,121
+1,925
129
$1.86M 0.17%
34,794
+5,700
130
$1.83M 0.17%
76,661
+10,459
131
$1.83M 0.17%
88,352
-278,748
132
$1.82M 0.17%
19,910
-7,880
133
$1.81M 0.16%
11,062
-21,283
134
$1.78M 0.16%
30,721
-13,124
135
$1.78M 0.16%
19,930
-3,502
136
$1.77M 0.16%
37,425
+13
137
$1.77M 0.16%
30,025
-1,458
138
$1.73M 0.16%
53,137
+6,510
139
$1.73M 0.16%
54,919
-269
140
$1.72M 0.16%
57,162
+47,326
141
$1.72M 0.16%
79,965
-26,202
142
$1.68M 0.15%
27,085
+4,721
143
$1.65M 0.15%
15,059
-2,982
144
$1.65M 0.15%
4,168
-13
145
$1.65M 0.15%
15,720
-7,970
146
$1.64M 0.15%
15,883
+1,676
147
$1.61M 0.15%
96,930
+291
148
$1.61M 0.15%
14,634
+1,217
149
$1.61M 0.15%
88,528
-35,556
150
$1.61M 0.15%
24,235
+3,215
4 5
6
7 8