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
251
$819K 0.07%
5,319
+426
252
$818K 0.07%
9,326
-115
253
$818K 0.07%
38,580
-1,508
254
$817K 0.07%
17,757
-68
255
$813K 0.07%
4,300
+330
256
$812K 0.07%
37,333
+8,029
257
$810K 0.07%
21,468
+1,209
258
$797K 0.06%
9,137
+644
259
$795K 0.06%
9,070
-100
260
$793K 0.06%
2,069
+1,376
261
$788K 0.06%
31,485
+1,085
262
$783K 0.06%
3,504
-78
263
$760K 0.06%
11,746
-657
264
$759K 0.06%
2,283
+172
265
$759K 0.06%
29,421
+43
266
$755K 0.06%
6,343
-1,845
267
$749K 0.06%
2,082
+106
268
$745K 0.06%
6,360
-3,355
269
$744K 0.06%
29,175
+675
270
$741K 0.06%
21,208
+1,750
271
$741K 0.06%
7,489
-271
272
$739K 0.06%
4,683
-72
273
$736K 0.06%
3,535
-1,616
274
$734K 0.06%
18,258
-14,623
275
$726K 0.06%
2,384
+1,066
9 10
11
12 13