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
2401
– –
-150
2402
– –
0
2403
– –
-221
2404
– –
-14
2405
– –
-65
2406
– –
-137
2407
– –
-22
2408
– –
-1,079
2409
– –
0
2410
– –
-18
2411
– –
-10
2412
– –
0
2413
– –
-2
2414
– –
-410
2415
– –
-48
2416
– –
-85
2417
– –
-5,307
2418
– –
-40
2419
– –
-2
2420
– –
-500
2421
– –
-9
2422
– –
-45
2423
– –
-1
2424
– –
-297
2425
– –
-5
95 96
97
98 99