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
2201
$114 ﹤0.01%
14
+1
2202
$113 ﹤0.01%
110
2203
$108 ﹤0.01%
2
-3
2204
$107 ﹤0.01%
2
2205
$106 ﹤0.01%
50
2206
$105 ﹤0.01%
+5
2207
$103 ﹤0.01%
5
-1
2208
$102 ﹤0.01%
3
+2
2209
$101 ﹤0.01%
5
-8
2210
$101 ﹤0.01%
+3
2211
$98 ﹤0.01%
3
-85
2212
$98 ﹤0.01%
1
-5
2213
$98 ﹤0.01%
11
+1
2214
$96 ﹤0.01%
10
+1
2215
$92 ﹤0.01%
4
+2
2216
$90 ﹤0.01%
2
2217
$89 ﹤0.01%
3
2218
$88 ﹤0.01%
3
2219
$85 ﹤0.01%
1
-2
2220
$85 ﹤0.01%
+3
2221
$85 ﹤0.01%
9
2222
$83 ﹤0.01%
5
2223
$82 ﹤0.01%
10
2224
$78 ﹤0.01%
+6
2225
$77 ﹤0.01%
2
-3
87 88
89
90 91