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
551
$163K 0.01%
875
552
$162K 0.01%
5,549
-275
553
$162K 0.01%
2,924
+2,079
554
$161K 0.01%
1,221
555
$161K 0.01%
1,576
+20
556
$160K 0.01%
1,533
-127
557
$159K 0.01%
3,190
+2,790
558
$158K 0.01%
2,025
-50
559
$157K 0.01%
1,400
560
$157K 0.01%
7,164
-434
561
$157K 0.01%
94
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562
$157K 0.01%
500
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563
$156K 0.01%
6,847
564
$156K 0.01%
914
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565
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312
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566
$155K 0.01%
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567
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569
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730
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570
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2,191
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571
$151K 0.01%
1,389
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572
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250
-100
573
$149K 0.01%
1,205
+31
574
$149K 0.01%
16,936
+2,654
575
$149K 0.01%
2,176
-365
21 22
23
24 25