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
2226
$72 ﹤0.01%
4
+1
2227
$70 ﹤0.01%
+1
2228
$68 ﹤0.01%
3
2229
$60 ﹤0.01%
30
2230
$60 ﹤0.01%
1
-4
2231
$59 ﹤0.01%
2
+1
2232
$59 ﹤0.01%
1
2233
$57 ﹤0.01%
8
-13
2234
$56 ﹤0.01%
2
-7
2235
$55 ﹤0.01%
44
2236
$52 ﹤0.01%
4
-19
2237
$50 ﹤0.01%
10
2238
$49 ﹤0.01%
3
-13
2239
$49 ﹤0.01%
4
2240
– –
0
2241
$48 ﹤0.01%
2
2242
$47 ﹤0.01%
15
2243
$47 ﹤0.01%
1
2244
$46 ﹤0.01%
2
-7
2245
$45 ﹤0.01%
2
2246
$41 ﹤0.01%
+2
2247
$40 ﹤0.01%
6
-30
2248
$36 ﹤0.01%
3
-2
2249
$35 ﹤0.01%
1
2250
$33 ﹤0.01%
1
88 89
90
91 92