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
276
$723K 0.06%
35,135
+1,250
277
$722K 0.06%
1,167
-342
278
$719K 0.06%
35,300
-1,300
279
$718K 0.06%
16,720
+2,835
280
$712K 0.06%
11,352
-10,133
281
$707K 0.06%
7,192
+2,710
282
$703K 0.06%
23,336
+1,825
283
$703K 0.06%
13,865
+1,096
284
$702K 0.06%
3,093
-368
285
$697K 0.06%
17,489
+19
286
$694K 0.06%
5,694
-983
287
$690K 0.06%
2,563
-147
288
$690K 0.06%
19,681
+1,989
289
$689K 0.06%
11,122
-1,538
290
$683K 0.06%
11,110
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291
$682K 0.06%
14,080
-6,795
292
$681K 0.06%
12,275
+4
293
$681K 0.06%
34,338
-4,236
294
$680K 0.05%
23,064
-602
295
$678K 0.05%
4,220
-910
296
$650K 0.05%
32,724
+688
297
$649K 0.05%
28,113
298
$645K 0.05%
12,307
-2,029
299
$636K 0.05%
2,625
300
$636K 0.05%
21,585
-2,884
10 11
12
13 14