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
2151
$179 ﹤0.01%
3
+2
2152
$179 ﹤0.01%
26
+11
2153
$178 ﹤0.01%
+6
2154
$177 ﹤0.01%
13
-4
2155
$177 ﹤0.01%
5
2156
$176 ﹤0.01%
7
+5
2157
$174 ﹤0.01%
15
2158
$171 ﹤0.01%
1
2159
$169 ﹤0.01%
1
2160
$167 ﹤0.01%
5
2161
$166 ﹤0.01%
3
-1
2162
$164 ﹤0.01%
10
2163
$163 ﹤0.01%
11
+3
2164
$160 ﹤0.01%
+3
2165
$156 ﹤0.01%
2
-265
2166
$154 ﹤0.01%
2
2167
$154 ﹤0.01%
2
+1
2168
$153 ﹤0.01%
18
2169
$152 ﹤0.01%
9
-291
2170
$151 ﹤0.01%
+5
2171
$151 ﹤0.01%
12
+2
2172
$151 ﹤0.01%
12
-427
2173
$150 ﹤0.01%
8
+5
2174
$150 ﹤0.01%
3
-2
2175
$150 ﹤0.01%
2
-4
85 86
87
88 89