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
201
$1.1M 0.1%
7,211
+4,494
202
$1.1M 0.1%
3,635
-2,216
203
$1.06M 0.1%
22,140
-434
204
$1.06M 0.1%
21,179
-2,681
205
$1.05M 0.1%
2,875
+76
206
$1.04M 0.09%
18,227
-257
207
$999K 0.09%
28,705
-3,873
208
$997K 0.09%
11,246
+11,025
209
$986K 0.09%
4,744
-349
210
$984K 0.09%
46,617
211
$979K 0.09%
3,584
-4,215
212
$977K 0.09%
21,938
+21,450
213
$971K 0.09%
23,533
+116
214
$967K 0.09%
25,586
-2,588
215
$965K 0.09%
60,442
+6,759
216
$942K 0.09%
11,419
+268
217
$937K 0.09%
6,103
+6,077
218
$908K 0.08%
13,633
+2,101
219
$908K 0.08%
6,406
+1,106
220
$901K 0.08%
9,340
+9,317
221
$900K 0.08%
11,530
-2,022
222
$895K 0.08%
18,099
+16,608
223
$895K 0.08%
53,535
-548
224
$873K 0.08%
17,433
+126
225
$838K 0.08%
22,000
+10,508
7 8
9
10 11