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
351
$471K 0.04%
6,872
-1,510
352
$470K 0.04%
5,140
-858
353
$470K 0.04%
21,467
+8,581
354
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24,130
-1,150
355
$467K 0.04%
10,025
-1,553
356
$465K 0.04%
8,812
-2,033
357
$465K 0.04%
19,320
-1,000
358
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9,252
+391
359
$461K 0.04%
15,880
+535
360
$461K 0.04%
6,836
-8,907
361
$460K 0.04%
34,700
362
$453K 0.04%
5,108
+73
363
$448K 0.04%
11,683
+6,157
364
$446K 0.04%
2,640
-105
365
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366
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28,287
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368
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12,901
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369
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4,821
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370
$422K 0.03%
7,494
-1,288
371
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3,756
-202
372
$413K 0.03%
9,561
+1,592
373
$410K 0.03%
4,472
+66
374
$404K 0.03%
22,272
-6,592
375
$401K 0.03%
2,693
-385
13 14
15
16 17