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
826
$59K ﹤0.01%
675
+78
827
$59K ﹤0.01%
2,150
828
$59K ﹤0.01%
660
+13
829
$59K ﹤0.01%
2,949
-149
830
$58K ﹤0.01%
744
+2
831
$58K ﹤0.01%
433
832
$58K ﹤0.01%
2,370
+150
833
$57K ﹤0.01%
650
834
$57K ﹤0.01%
398
835
$57K ﹤0.01%
682
836
$57K ﹤0.01%
650
-405
837
$56K ﹤0.01%
1,000
-200
838
$56K ﹤0.01%
1,375
-5
839
$56K ﹤0.01%
1,065
-451
840
$56K ﹤0.01%
1,275
841
$55K ﹤0.01%
4,660
842
$55K ﹤0.01%
1,651
843
$55K ﹤0.01%
2,310
+52
844
$55K ﹤0.01%
+351
845
$54K ﹤0.01%
1,392
-20
846
$54K ﹤0.01%
1,000
+1
847
$54K ﹤0.01%
99
848
$53K ﹤0.01%
3,785
-3,790
849
$53K ﹤0.01%
1,146
+22
850
$52K ﹤0.01%
1,614
+214
32 33
34
35 36