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
2176
$146 ﹤0.01%
8
-12
2177
$142 ﹤0.01%
18
+14
2178
$141 ﹤0.01%
36
-91
2179
$135 ﹤0.01%
+1
2180
$132 ﹤0.01%
+2
2181
$132 ﹤0.01%
165
2182
$131 ﹤0.01%
4
-1
2183
$131 ﹤0.01%
2
2184
$129 ﹤0.01%
5
-4
2185
$129 ﹤0.01%
7
-1
2186
$128 ﹤0.01%
3
-1
2187
$127 ﹤0.01%
5
-25
2188
$127 ﹤0.01%
+17
2189
$127 ﹤0.01%
+4
2190
$123 ﹤0.01%
4
+1
2191
$119 ﹤0.01%
+1
2192
$118 ﹤0.01%
1
2193
$118 ﹤0.01%
+1
2194
$118 ﹤0.01%
+2
2195
$116 ﹤0.01%
8
+5
2196
$116 ﹤0.01%
2
-2
2197
$114 ﹤0.01%
4
2198
$114 ﹤0.01%
1
2199
$114 ﹤0.01%
3
+1
2200
$114 ﹤0.01%
9
-5
86 87
88
89 90