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
$1.24B
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.58M
3
+$2.22M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.11M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.69M

Top Sells

1
+$4.83M
2
+$3.94M
3
+$3.89M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.25M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.13M

Sector Composition

1 Technology 8.03%
2 Healthcare 6.04%
3 Industrials 5.44%
4 Consumer Discretionary 5.14%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$942K 0.08%
14,679
-872
227
$938K 0.08%
21,086
+805
228
$937K 0.08%
15,245
+875
229
$936K 0.08%
16,062
+39
230
$933K 0.08%
3,670
-175
231
$928K 0.07%
76,050
+250
232
$920K 0.07%
7,673
+160
233
$919K 0.07%
15,629
-955
234
$919K 0.07%
24,675
+421
235
$901K 0.07%
50,499
-1,788
236
$901K 0.07%
34,732
-373
237
$883K 0.07%
71,200
+4,380
238
$876K 0.07%
4,131
-8,305
239
$872K 0.07%
33,615
-16,405
240
$868K 0.07%
8,114
-705
241
$868K 0.07%
2,525
-1,533
242
$865K 0.07%
2,006
+140
243
$856K 0.07%
12,542
+916
244
$853K 0.07%
22,524
+15,693
245
$850K 0.07%
9,059
+3,202
246
$840K 0.07%
813
-6
247
$839K 0.07%
6,016
+1,410
248
$839K 0.07%
9,167
-8,983
249
$831K 0.07%
4,385
+286
250
$827K 0.07%
2,516
-6
8 9
10
11 12