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
451
$243K 0.02%
1,683
-49
452
$243K 0.02%
14,815
+14,800
453
$242K 0.02%
+9,000
454
$242K 0.02%
3,512
+16
455
$241K 0.02%
626
456
$240K 0.02%
2,585
-7,987
457
$240K 0.02%
4,405
-1,742
458
$240K 0.02%
9,601
+1,381
459
$240K 0.02%
7,043
+631
460
$238K 0.02%
7,102
+6,480
461
$238K 0.02%
2,282
-280
462
$237K 0.02%
2,948
-157
463
$237K 0.02%
3,308
-1,396
464
$234K 0.02%
1,345
-243
465
$231K 0.02%
49,600
-3,000
466
$230K 0.02%
606
+3
467
$229K 0.02%
1,321
+6
468
$228K 0.02%
7,919
+381
469
$227K 0.02%
4,628
+6
470
$227K 0.02%
2,350
+17
471
$227K 0.02%
1,369
-1
472
$226K 0.02%
4,051
473
$225K 0.02%
21,913
-1,600
474
$225K 0.02%
1,926
+601
475
$224K 0.02%
13,876
+4,989
17 18
19
20 21