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
626
$125K 0.01%
4,112
-789
627
$125K 0.01%
1,100
+100
628
$125K 0.01%
3,862
-105
629
$124K 0.01%
1,286
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630
$124K 0.01%
4,489
+300
631
$124K 0.01%
+8,600
632
$123K 0.01%
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633
$122K 0.01%
3,500
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634
$121K 0.01%
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-247
635
$120K 0.01%
1,243
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636
$120K 0.01%
2,838
-755
637
$118K 0.01%
1,546
638
$118K 0.01%
1,424
-1,151
639
$118K 0.01%
1,332
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640
$117K 0.01%
3,516
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641
$117K 0.01%
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642
$117K 0.01%
407
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$117K 0.01%
1,305
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$116K 0.01%
8,612
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645
$116K 0.01%
1,085
646
$115K 0.01%
680
647
$115K 0.01%
6,478
+377
648
$115K 0.01%
1,900
649
$114K 0.01%
1,190
+15
650
$113K 0.01%
4,980
24 25
26
27 28