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
376
$395K 0.03%
1,446
-9
377
$389K 0.03%
4,695
-232
378
$382K 0.03%
13,854
379
$377K 0.03%
27,050
-6,235
380
$372K 0.03%
4,000
381
$372K 0.03%
2,446
+200
382
$369K 0.03%
1,712
+420
383
$367K 0.03%
23,050
-3,300
384
$365K 0.03%
10,885
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385
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1,677
-150
386
$362K 0.03%
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387
$361K 0.03%
13,295
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388
$360K 0.03%
18,980
-14,420
389
$359K 0.03%
26,384
+380
390
$357K 0.03%
2,522
391
$356K 0.03%
2,789
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392
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393
$355K 0.03%
5,899
-345
394
$351K 0.03%
7,534
+3,710
395
$351K 0.03%
8,369
-1,706
396
$351K 0.03%
+7,116
397
$351K 0.03%
3,810
-11
398
$348K 0.03%
13,654
-53
399
$347K 0.03%
4,560
-304
400
$346K 0.03%
8,362
+8,095
14 15
16
17 18