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
26
$7.7M 0.62%
299,670
+82,034
27
$7.52M 0.61%
337,856
+19,600
28
$7.5M 0.61%
90,046
-2,175
29
$7.48M 0.6%
133,047
+24,242
30
$7.38M 0.6%
62,995
+22,001
31
$7.25M 0.59%
46,077
-1,970
32
$7.18M 0.58%
122,146
+15,051
33
$6.98M 0.56%
72,962
+1,204
34
$6.88M 0.56%
223,388
-17,743
35
$6.72M 0.54%
137,997
+34,711
36
$6.54M 0.53%
74,660
-5,440
37
$6.5M 0.53%
13,967
-240
38
$6.48M 0.52%
117,412
+3,836
39
$6.42M 0.52%
140,566
+48,562
40
$6.41M 0.52%
228,692
-690
41
$6.4M 0.52%
18,020
+148
42
$6.29M 0.51%
93,549
-33,030
43
$6.25M 0.5%
28,888
-791
44
$5.77M 0.47%
24,627
-691
45
$5.77M 0.47%
320,310
-7,708
46
$5.6M 0.45%
87,775
-34,645
47
$5.5M 0.44%
56,669
+25
48
$5.33M 0.43%
79,942
-1,613
49
$4.98M 0.4%
25,563
-1,904
50
$4.95M 0.4%
104,802
+1,385
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