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
151
$1.59M 0.14%
27,832
+460
152
$1.58M 0.14%
2,947
-799
153
$1.57M 0.14%
61,975
154
$1.57M 0.14%
24,677
+4,299
155
$1.56M 0.14%
19,878
-4,998
156
$1.53M 0.14%
12,394
-30
157
$1.5M 0.14%
23,365
+128
158
$1.5M 0.14%
58,950
+55,919
159
$1.47M 0.13%
20,490
-1,690
160
$1.46M 0.13%
5,355
-128
161
$1.44M 0.13%
14,300
-2,728
162
$1.44M 0.13%
1,132
-5
163
$1.43M 0.13%
16,231
+2,321
164
$1.43M 0.13%
38,187
-6,820
165
$1.42M 0.13%
15,382
+14
166
$1.42M 0.13%
14,604
+175
167
$1.41M 0.13%
16,140
+12,854
168
$1.4M 0.13%
32,112
+598
169
$1.38M 0.13%
8,598
-2,683
170
$1.38M 0.13%
38,790
-1,666
171
$1.37M 0.12%
6,429
-1,310
172
$1.35M 0.12%
79,857
-4,968
173
$1.34M 0.12%
18,145
+1,757
174
$1.33M 0.12%
+26,145
175
$1.32M 0.12%
24,810
-15,546
5 6
7
8 9