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
301
$629K 0.05%
10,635
+445
302
$625K 0.05%
2,809
-169
303
$619K 0.05%
27,121
-2,800
304
$617K 0.05%
3,878
-178
305
$605K 0.05%
15,625
-302
306
$595K 0.05%
+22,650
307
$595K 0.05%
4,053
-32
308
$593K 0.05%
4,224
-1,371
309
$591K 0.05%
2,356
-55
310
$587K 0.05%
7,392
+5,868
311
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21,892
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312
$582K 0.05%
7,742
-360
313
$582K 0.05%
12,035
-62
314
$580K 0.05%
18,453
-253
315
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4,788
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316
$578K 0.05%
8,277
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317
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8,897
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318
$562K 0.05%
8,319
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319
$555K 0.04%
3,726
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320
$548K 0.04%
16,752
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321
$548K 0.04%
6,192
-251
322
$547K 0.04%
11,780
+440
323
$547K 0.04%
11,580
+70
324
$538K 0.04%
25,082
+88
325
$538K 0.04%
4,767
+443
11 12
13
14 15