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
926
$40K ﹤0.01%
174
927
$40K ﹤0.01%
+1,340
928
$40K ﹤0.01%
1,271
+1,250
929
$40K ﹤0.01%
1,198
930
$39K ﹤0.01%
203
-6
931
$39K ﹤0.01%
700
+658
932
$39K ﹤0.01%
300
933
$39K ﹤0.01%
550
-85
934
$39K ﹤0.01%
+6,500
935
$39K ﹤0.01%
1,676
+851
936
$39K ﹤0.01%
736
+47
937
$39K ﹤0.01%
586
+13
938
$38K ﹤0.01%
275
939
$38K ﹤0.01%
1,000
940
$38K ﹤0.01%
5,669
-21,621
941
$38K ﹤0.01%
706
942
$38K ﹤0.01%
600
943
$38K ﹤0.01%
1,635
-2,090
944
$38K ﹤0.01%
90
945
$38K ﹤0.01%
1,182
946
$38K ﹤0.01%
200
947
$38K ﹤0.01%
4,325
+825
948
$38K ﹤0.01%
450
949
$38K ﹤0.01%
1,082
+50
950
$37K ﹤0.01%
1,088
+179
36 37
38
39 40