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
526
$182K 0.01%
3,430
-165
527
$181K 0.01%
328
+110
528
$180K 0.01%
1,700
529
$178K 0.01%
1,096
-20
530
$178K 0.01%
5,435
+550
531
$177K 0.01%
10,996
532
$175K 0.01%
2,554
+2,497
533
$173K 0.01%
3,960
-520
534
$173K 0.01%
4,801
+1,001
535
$171K 0.01%
+11,980
536
$170K 0.01%
1,428
+20
537
$170K 0.01%
15,540
-2,769
538
$170K 0.01%
6,288
539
$168K 0.01%
1,951
-1,496
540
$166K 0.01%
784
-5,449
541
$166K 0.01%
4,680
+1
542
$165K 0.01%
4,348
-140
543
$165K 0.01%
2,250
+100
544
$165K 0.01%
10,781
545
$164K 0.01%
6,466
-2,139
546
$164K 0.01%
6,667
+229
547
$164K 0.01%
13,425
+1,011
548
$164K 0.01%
1,997
+46
549
$164K 0.01%
7,311
550
$164K 0.01%
12,510
-5,200
20 21
22
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