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
426
$289K 0.02%
9,790
+2
427
$287K 0.02%
865
-75
428
$286K 0.02%
6,189
-784
429
$283K 0.02%
5,550
+50
430
$281K 0.02%
6,435
431
$278K 0.02%
9,493
-213
432
$277K 0.02%
3,207
433
$275K 0.02%
3,042
+1
434
$275K 0.02%
+1,375
435
$273K 0.02%
3,104
-85
436
$273K 0.02%
732
+1
437
$265K 0.02%
950
438
$264K 0.02%
6,335
-333
439
$263K 0.02%
2,834
-250
440
$259K 0.02%
2,723
-58
441
$258K 0.02%
+4,516
442
$253K 0.02%
667
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443
$252K 0.02%
+27,200
444
$251K 0.02%
1,930
+9
445
$250K 0.02%
+7,590
446
$250K 0.02%
1,084
-649
447
$249K 0.02%
1,918
+280
448
$248K 0.02%
6,540
+1,121
449
$246K 0.02%
3,637
-1,180
450
$245K 0.02%
6,493
+619
16 17
18
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