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
601
$135K 0.01%
1,560
-255
602
$134K 0.01%
6,665
+263
603
$134K 0.01%
3,989
+1,715
604
$133K 0.01%
8,500
-5,250
605
$133K 0.01%
1,945
+7
606
$132K 0.01%
19,100
+500
607
$132K 0.01%
+7,053
608
$131K 0.01%
1,015
-125
609
$131K 0.01%
1,433
-133
610
$131K 0.01%
230
-40
611
$131K 0.01%
+21,580
612
$131K 0.01%
598
-306
613
$131K 0.01%
1,545
+1
614
$130K 0.01%
2,400
-127
615
$130K 0.01%
2,395
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616
$129K 0.01%
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617
$129K 0.01%
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618
$129K 0.01%
1,008
+132
619
$128K 0.01%
+8,400
620
$127K 0.01%
5,365
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621
$127K 0.01%
1,101
622
$127K 0.01%
4,532
-295
623
$126K 0.01%
1,850
-150
624
$126K 0.01%
4,737
-1,018
625
$126K 0.01%
1,237
+87
23 24
25
26 27