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
51
$4.94M 0.4%
307,800
+36,728
52
$4.86M 0.39%
49,111
+626
53
$4.79M 0.39%
77,256
-19,951
54
$4.79M 0.39%
26,860
-1,094
55
$4.68M 0.38%
36,843
-133
56
$4.64M 0.37%
124,787
-13,474
57
$4.6M 0.37%
35,918
-10,026
58
$4.53M 0.37%
44,854
+7,168
59
$4.38M 0.35%
40,863
+945
60
$4.2M 0.34%
23,792
-668
61
$4.11M 0.33%
56,841
+48
62
$4.05M 0.33%
79,486
-301
63
$4.04M 0.33%
65,144
+551
64
$4.02M 0.32%
28,867
-553
65
$4.01M 0.32%
14,684
+728
66
$3.93M 0.32%
95,402
-2,292
67
$3.93M 0.32%
108,291
+1,385
68
$3.88M 0.31%
170,484
+36,504
69
$3.87M 0.31%
16,834
+266
70
$3.83M 0.31%
16,456
+344
71
$3.81M 0.31%
17,439
+38
72
$3.79M 0.31%
82,132
+5,382
73
$3.76M 0.3%
102,059
+18,581
74
$3.58M 0.29%
90,365
+340
75
$3.48M 0.28%
44,565
-2,323
1 2
3
4 5