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
2251
$32 ﹤0.01%
1
-28
2252
$30 ﹤0.01%
2
+1
2253
$29 ﹤0.01%
2
-3
2254
$29 ﹤0.01%
5
2255
$27 ﹤0.01%
4
2256
– –
0
2257
$25 ﹤0.01%
3
-10
2258
$23 ﹤0.01%
2
2259
$22 ﹤0.01%
1
-3
2260
$20 ﹤0.01%
2
2261
$19 ﹤0.01%
3
2262
$18 ﹤0.01%
1
-56
2263
$17 ﹤0.01%
1
-1
2264
$16 ﹤0.01%
1
-9
2265
$11 ﹤0.01%
7
2266
$11 ﹤0.01%
+4
2267
$10 ﹤0.01%
1
-2
2268
$10 ﹤0.01%
1
-8
2269
– –
-190
2270
$9 ﹤0.01%
2
-78
2271
$9 ﹤0.01%
3
2272
– –
0
2273
$5 ﹤0.01%
8
2274
– –
0
2275
– –
-35
89 90
91
92 93