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
401
$344K 0.03%
2,875
+204
402
$342K 0.03%
702
-4
403
$342K 0.03%
7,195
+6,828
404
$340K 0.03%
12,115
+1,750
405
$338K 0.03%
7,498
-72,094
406
$335K 0.03%
3,857
407
$334K 0.03%
3,865
-12
408
$333K 0.03%
16,219
-10,097
409
$333K 0.03%
9,178
+13
410
$324K 0.03%
1,211
-16
411
$323K 0.03%
6,009
+1,612
412
$323K 0.03%
+4,672
413
$322K 0.03%
1,362
-4
414
$321K 0.03%
19,893
+465
415
$318K 0.03%
36,169
+2,907
416
$314K 0.03%
25,107
417
$314K 0.03%
4,585
418
$312K 0.03%
4,155
+600
419
$310K 0.03%
3,456
+609
420
$308K 0.02%
8,610
+7,350
421
$306K 0.02%
2,148
-2,669
422
$300K 0.02%
5,128
+120
423
$300K 0.02%
16,400
424
$293K 0.02%
4,854
+3,901
425
$293K 0.02%
2,133
-1,988
15 16
17
18 19