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
801
$64K 0.01%
865
+861
802
$64K 0.01%
2,000
803
$64K 0.01%
3,898
-1,311
804
$64K 0.01%
1,474
+5
805
$63K 0.01%
867
+182
806
$63K 0.01%
138
807
$63K 0.01%
2,264
+452
808
$62K 0.01%
1,448
-2,070
809
$62K 0.01%
10,882
810
$61K ﹤0.01%
975
-362
811
$61K ﹤0.01%
1,064
-354
812
$61K ﹤0.01%
1,000
813
$61K ﹤0.01%
840
814
$60K ﹤0.01%
407
+14
815
$60K ﹤0.01%
2,200
816
$60K ﹤0.01%
2,618
+52
817
$60K ﹤0.01%
3,192
+1,692
818
$60K ﹤0.01%
1,470
-229
819
$60K ﹤0.01%
702
-1,891
820
$60K ﹤0.01%
3,952
+811
821
$60K ﹤0.01%
3,467
822
$59K ﹤0.01%
4,700
823
$59K ﹤0.01%
1,009
+56
824
$59K ﹤0.01%
475
+312
825
$59K ﹤0.01%
615
-145
31 32
33
34 35