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
951
$37K ﹤0.01%
+3,600
952
$37K ﹤0.01%
790
953
$37K ﹤0.01%
562
+32
954
$37K ﹤0.01%
709
-196
955
$37K ﹤0.01%
+6,500
956
$37K ﹤0.01%
871
-143
957
$36K ﹤0.01%
6,396
-1,325
958
$36K ﹤0.01%
394
-18
959
$36K ﹤0.01%
1,501
-97
960
$36K ﹤0.01%
480
+100
961
$36K ﹤0.01%
329
-72
962
$36K ﹤0.01%
850
+400
963
$36K ﹤0.01%
800
964
$36K ﹤0.01%
298
-100
965
$35K ﹤0.01%
1,861
-348
966
$35K ﹤0.01%
215
967
$35K ﹤0.01%
2,220
968
$35K ﹤0.01%
502
+2
969
$35K ﹤0.01%
1,625
-1,250
970
$35K ﹤0.01%
615
971
$35K ﹤0.01%
3,554
+300
972
$35K ﹤0.01%
+400
973
$35K ﹤0.01%
325
974
$35K ﹤0.01%
13,054
975
$34K ﹤0.01%
110
-45
37 38
39
40 41