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
676
$105K 0.01%
2,300
677
$104K 0.01%
6,348
-2,437
678
$104K 0.01%
6,797
+534
679
$104K 0.01%
1,630
680
$104K 0.01%
500
681
$103K 0.01%
1,098
682
$103K 0.01%
623
683
$103K 0.01%
1,672
684
$102K 0.01%
1,951
685
$102K 0.01%
750
-30
686
$101K 0.01%
1,731
+124
687
$101K 0.01%
6,095
+2,437
688
$100K 0.01%
796
-206
689
$99K 0.01%
446
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690
$99K 0.01%
4,044
-404
691
$99K 0.01%
2,920
692
$99K 0.01%
2,001
+214
693
$99K 0.01%
647
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694
$99K 0.01%
7,525
695
$98K 0.01%
5,842
+5,000
696
$98K 0.01%
670
697
$97K 0.01%
1,226
+5
698
$97K 0.01%
12,911
+1,716
699
$97K 0.01%
1,983
+1,369
700
$97K 0.01%
4,700
26 27
28
29 30