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
2101
$261 ﹤0.01%
9
+5
2102
$257 ﹤0.01%
40
+3
2103
$256 ﹤0.01%
26
+2
2104
$252 ﹤0.01%
+6
2105
$251 ﹤0.01%
5
2106
$247 ﹤0.01%
36
-16
2107
$247 ﹤0.01%
20
2108
$245 ﹤0.01%
16
+4
2109
$244 ﹤0.01%
12
2110
$242 ﹤0.01%
10
+4
2111
$242 ﹤0.01%
2
+1
2112
$242 ﹤0.01%
2
2113
$240 ﹤0.01%
18
+14
2114
$240 ﹤0.01%
13
2115
$237 ﹤0.01%
+2
2116
$231 ﹤0.01%
8
+4
2117
$229 ﹤0.01%
7
2118
$228 ﹤0.01%
+5
2119
$226 ﹤0.01%
3
-32
2120
$225 ﹤0.01%
+4
2121
$220 ﹤0.01%
22
2122
$218 ﹤0.01%
8
+2
2123
$217 ﹤0.01%
4
-106
2124
$212 ﹤0.01%
100
2125
$212 ﹤0.01%
25
83 84
85
86 87