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
851
$52K ﹤0.01%
570
+260
852
$52K ﹤0.01%
840
+656
853
$52K ﹤0.01%
1,183
854
$52K ﹤0.01%
1,061
-1,412
855
$52K ﹤0.01%
425
856
$51K ﹤0.01%
816
857
$51K ﹤0.01%
600
858
$51K ﹤0.01%
2,888
+23
859
$51K ﹤0.01%
2,500
+2,190
860
$51K ﹤0.01%
792
+5
861
$50K ﹤0.01%
345
+325
862
$50K ﹤0.01%
+510
863
$50K ﹤0.01%
630
864
$50K ﹤0.01%
874
-40
865
$50K ﹤0.01%
1,671
-284
866
$50K ﹤0.01%
1,836
+844
867
$50K ﹤0.01%
2,311
+66
868
$50K ﹤0.01%
2,130
869
$49K ﹤0.01%
3,691
870
$49K ﹤0.01%
290
+1
871
$49K ﹤0.01%
765
872
$49K ﹤0.01%
1,001
-209
873
$49K ﹤0.01%
1,900
874
$49K ﹤0.01%
3,066
875
$49K ﹤0.01%
1,293
-81
33 34
35
36 37