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
176
$1.3M 0.12%
31,119
177
$1.29M 0.12%
13,706
-2,670
178
$1.27M 0.12%
18,269
+624
179
$1.26M 0.11%
15,140
+6,230
180
$1.26M 0.11%
7,102
-2,983
181
$1.25M 0.11%
16,614
+1,466
182
$1.25M 0.11%
11,594
-405
183
$1.23M 0.11%
2,415
-415
184
$1.23M 0.11%
13,902
-607
185
$1.23M 0.11%
3,149
-158
186
$1.23M 0.11%
31,262
+7,084
187
$1.23M 0.11%
83,357
+2,100
188
$1.22M 0.11%
8,309
+6,474
189
$1.19M 0.11%
14,900
+460
190
$1.19M 0.11%
20,363
+4,000
191
$1.18M 0.11%
7,696
-175
192
$1.16M 0.11%
4,405
-3,292
193
$1.16M 0.11%
10,260
-154
194
$1.15M 0.1%
17,000
+2,714
195
$1.15M 0.1%
4,998
-964
196
$1.14M 0.1%
22,618
-2,513
197
$1.13M 0.1%
23,266
-2,899
198
$1.12M 0.1%
14,293
+8,365
199
$1.11M 0.1%
26,467
-1,755
200
$1.11M 0.1%
19,397
+6,704
6 7
8
9 10