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
476
$223K 0.02%
2,854
-868
477
$221K 0.02%
14,207
-1,043
478
$220K 0.02%
19,509
+10,520
479
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4,888
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$218K 0.02%
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481
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24,850
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482
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-296
483
$217K 0.02%
2,110
-230
484
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-47
485
$216K 0.02%
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486
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10,899
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487
$214K 0.02%
1,607
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488
$214K 0.02%
3,052
489
$211K 0.02%
6,637
-3,301
490
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4,212
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$208K 0.02%
16,590
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2,862
494
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1,500
495
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1,297
496
$206K 0.02%
12,746
497
$206K 0.02%
2,427
-372
498
$205K 0.02%
1,268
-1,058
499
$205K 0.02%
1,168
500
$203K 0.02%
13,822
18 19
20
21 22