AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 7.32%
2 Healthcare 3.92%
3 Industrials 3.78%
4 Financials 3.2%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$456 ﹤0.01%
10
2002
$455 ﹤0.01%
6
-1
2003
$453 ﹤0.01%
14
+1
2004
$451 ﹤0.01%
19
2005
$451 ﹤0.01%
26
+6
2006
$450 ﹤0.01%
61
2007
$450 ﹤0.01%
4
2008
$447 ﹤0.01%
5
+1
2009
$442 ﹤0.01%
50
2010
$439 ﹤0.01%
12
2011
$439 ﹤0.01%
4
+2
2012
$438 ﹤0.01%
21
+1
2013
$432 ﹤0.01%
14
2014
$428 ﹤0.01%
5
-2
2015
$424 ﹤0.01%
14
2016
$423 ﹤0.01%
9
-6
2017
$419 ﹤0.01%
55
+2
2018
$415 ﹤0.01%
6
-3
2019
$413 ﹤0.01%
9
+2
2020
$413 ﹤0.01%
34
2021
$409 ﹤0.01%
25
2022
$408 ﹤0.01%
28
+1
2023
$408 ﹤0.01%
11
2024
$406 ﹤0.01%
2
2025
$405 ﹤0.01%
7
79 80
81
82 83