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
76
$3.44M 0.28%
30,350
+470
77
$3.43M 0.28%
125,790
-3,744
78
$3.41M 0.28%
29,140
-6,410
79
$3.36M 0.27%
40,613
+1,538
80
$3.35M 0.27%
172,586
+56,965
81
$3.33M 0.27%
127,934
+1,075
82
$3.29M 0.27%
15,448
-1,928
83
$3.27M 0.26%
215,472
-15,960
84
$3.22M 0.26%
27,264
-25,745
85
$3.21M 0.26%
9,237
+52
86
$3.18M 0.26%
17,572
-1,923
87
$3.09M 0.25%
30,065
-29
88
$3.01M 0.24%
22,868
+21,387
89
$2.99M 0.24%
22,987
-8,313
90
$2.99M 0.24%
11,324
+668
91
$2.98M 0.24%
25,666
+4,093
92
$2.98M 0.24%
12,851
-924
93
$2.96M 0.24%
21,428
-6,870
94
$2.94M 0.24%
26,877
-4,090
95
$2.93M 0.24%
93,190
+2,197
96
$2.9M 0.23%
16,889
-6,307
97
$2.83M 0.23%
10,646
-470
98
$2.77M 0.22%
7,389
-1,796
99
$2.77M 0.22%
9,654
-3,788
100
$2.77M 0.22%
70,303
+1,034
2 3
4
5 6