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
901
$44K ﹤0.01%
1,101
-4,568
902
$43K ﹤0.01%
778
+12
903
$43K ﹤0.01%
692
-350
904
$43K ﹤0.01%
2,242
905
$43K ﹤0.01%
1,707
906
$42K ﹤0.01%
1,150
907
$42K ﹤0.01%
438
-281
908
$42K ﹤0.01%
1,200
909
$42K ﹤0.01%
150
910
$42K ﹤0.01%
450
-151
911
$42K ﹤0.01%
712
912
$42K ﹤0.01%
534
913
$41K ﹤0.01%
3,275
-2,419
914
$41K ﹤0.01%
1,115
-50
915
$41K ﹤0.01%
4,209
+100
916
$41K ﹤0.01%
928
917
$41K ﹤0.01%
192
-350
918
$41K ﹤0.01%
470
+187
919
$41K ﹤0.01%
268
+18
920
$41K ﹤0.01%
747
+18
921
$41K ﹤0.01%
1,100
922
$40K ﹤0.01%
1,804
923
$40K ﹤0.01%
1,766
924
$40K ﹤0.01%
151
925
$40K ﹤0.01%
1,051
+557
35 36
37
38 39