AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$5.11M
2
+$4.24M
3
+$3.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.29M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.5M

Top Sells

1
+$10M
2
+$6.12M
3
+$4.54M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.65M
5
AAPL icon
Apple
AAPL
+$3.53M

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
2026
$401 ﹤0.01%
4
2027
$400 ﹤0.01%
10
2028
$398 ﹤0.01%
2
+1
2029
$397 ﹤0.01%
5
-10
2030
$393 ﹤0.01%
136
2031
$392 ﹤0.01%
+875
2032
$388 ﹤0.01%
26
2033
$388 ﹤0.01%
28
+7
2034
$384 ﹤0.01%
12
2035
$375 ﹤0.01%
46
2036
$374 ﹤0.01%
7
2037
$373 ﹤0.01%
15
-5
2038
$372 ﹤0.01%
10
2039
$371 ﹤0.01%
10
-15
2040
$370 ﹤0.01%
50
2041
$369 ﹤0.01%
8
2042
$366 ﹤0.01%
8
+4
2043
$363 ﹤0.01%
+8
2044
$360 ﹤0.01%
8
+4
2045
$358 ﹤0.01%
7
+3
2046
$356 ﹤0.01%
34
2047
$355 ﹤0.01%
4
-10
2048
$355 ﹤0.01%
5
+2
2049
$350 ﹤0.01%
5
-9
2050
$346 ﹤0.01%
72
80 81
82
83 84