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
501
$203K 0.02%
284
+36
502
$203K 0.02%
7,923
+7,332
503
$202K 0.02%
3,903
-1,999
504
$200K 0.02%
8,680
505
$200K 0.02%
4,180
+145
506
$200K 0.02%
2,728
+14
507
$198K 0.02%
9,133
-1,948
508
$198K 0.02%
2,589
-5
509
$197K 0.02%
801
-153
510
$196K 0.02%
1,208
511
$196K 0.02%
17,112
-484
512
$195K 0.02%
6,450
-360
513
$194K 0.02%
962
-781
514
$191K 0.02%
3,263
+36
515
$191K 0.02%
2,064
-1,736
516
$190K 0.02%
2,052
+44
517
$190K 0.02%
2,748
518
$188K 0.02%
+7,373
519
$186K 0.02%
2,100
520
$186K 0.02%
2,880
-92
521
$186K 0.02%
10,771
-3,918
522
$183K 0.01%
10,918
523
$183K 0.01%
1,247
524
$182K 0.01%
+2,895
525
$182K 0.01%
1,989
-25
19 20
21
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