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
726
$88K 0.01%
1,025
-7,618
727
$88K 0.01%
928
-2
728
$87K 0.01%
1,650
729
$86K 0.01%
620
730
$86K 0.01%
1,660
731
$86K 0.01%
+6,400
732
$85K 0.01%
8,688
+503
733
$84K 0.01%
1,007
-150
734
$84K 0.01%
1,100
735
$84K 0.01%
4,200
736
$84K 0.01%
1,442
+150
737
$83K 0.01%
1,944
-600
738
$83K 0.01%
5,650
739
$83K 0.01%
5,513
+40
740
$83K 0.01%
349
-77
741
$83K 0.01%
575
742
$83K 0.01%
3,255
743
$82K 0.01%
815
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744
$82K 0.01%
1,300
745
$81K 0.01%
2,016
-2,366
746
$81K 0.01%
+1,307
747
$81K 0.01%
1,606
-1,624
748
$80K 0.01%
2,489
-2,325
749
$79K 0.01%
6,683
+205
750
$79K 0.01%
353
-129
28 29
30
31 32