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
2126
$209 ﹤0.01%
9
+7
2127
$208 ﹤0.01%
100
2128
$207 ﹤0.01%
31
+1
2129
$207 ﹤0.01%
+7
2130
$206 ﹤0.01%
8
+5
2131
$205 ﹤0.01%
40
2132
$203 ﹤0.01%
13
2133
$202 ﹤0.01%
+8
2134
$202 ﹤0.01%
9
-2
2135
$200 ﹤0.01%
9
+6
2136
$200 ﹤0.01%
3
-2
2137
$198 ﹤0.01%
+1
2138
$197 ﹤0.01%
48
2139
$196 ﹤0.01%
2
-2
2140
$194 ﹤0.01%
+6
2141
$194 ﹤0.01%
7
+4
2142
$192 ﹤0.01%
10
+6
2143
$192 ﹤0.01%
8
+4
2144
$191 ﹤0.01%
4
2145
$187 ﹤0.01%
9
-48
2146
$184 ﹤0.01%
4
+3
2147
$184 ﹤0.01%
11
2148
$182 ﹤0.01%
+9
2149
$181 ﹤0.01%
14
+6
2150
$180 ﹤0.01%
40
84 85
86
87 88