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
751
$79K 0.01%
5,790
-4,108
752
$79K 0.01%
3,860
-2,909
753
$78K 0.01%
2,421
+17
754
$78K 0.01%
456
+10
755
$78K 0.01%
555
+291
756
$78K 0.01%
285
757
$77K 0.01%
1,635
-1,973
758
$77K 0.01%
4,550
759
$77K 0.01%
+1,049
760
$77K 0.01%
160
-41
761
$77K 0.01%
1,859
-144
762
$76K 0.01%
8,704
763
$76K 0.01%
731
+353
764
$76K 0.01%
3,506
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765
$75K 0.01%
500
766
$75K 0.01%
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767
$74K 0.01%
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768
$74K 0.01%
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770
$74K 0.01%
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771
$73K 0.01%
5,052
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772
$73K 0.01%
5,515
773
$73K 0.01%
1,730
-1,197
774
$73K 0.01%
1,244
-484
775
$73K 0.01%
426
+1
29 30
31
32 33