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
976
$34K ﹤0.01%
+900
977
$34K ﹤0.01%
300
-20
978
$34K ﹤0.01%
+680
979
$34K ﹤0.01%
+350
980
$34K ﹤0.01%
660
981
$34K ﹤0.01%
800
-600
982
$34K ﹤0.01%
4,500
983
$34K ﹤0.01%
1,287
-926
984
$34K ﹤0.01%
+1,500
985
$33K ﹤0.01%
469
986
$33K ﹤0.01%
1,065
+338
987
$33K ﹤0.01%
435
988
$33K ﹤0.01%
172
989
$33K ﹤0.01%
474
990
$33K ﹤0.01%
1,578
991
$33K ﹤0.01%
835
-480
992
$33K ﹤0.01%
604
-264
993
$33K ﹤0.01%
604
+4
994
$33K ﹤0.01%
221
995
$32K ﹤0.01%
3,916
+2,116
996
$32K ﹤0.01%
3,742
+327
997
$31K ﹤0.01%
1,088
-701
998
$31K ﹤0.01%
1,097
+74
999
$31K ﹤0.01%
1,811
+148
1000
$31K ﹤0.01%
600
38 39
40
41 42