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
1001
$31K ﹤0.01%
881
+276
1002
$31K ﹤0.01%
+1,000
1003
$31K ﹤0.01%
150
1004
$31K ﹤0.01%
1,180
-425
1005
$31K ﹤0.01%
239
1006
$31K ﹤0.01%
5,000
1007
$30K ﹤0.01%
262
-209
1008
$30K ﹤0.01%
2,400
1009
$30K ﹤0.01%
1,400
1010
$30K ﹤0.01%
387
+1
1011
$30K ﹤0.01%
590
-6,248
1012
$30K ﹤0.01%
343
-18
1013
$30K ﹤0.01%
1,673
1014
$30K ﹤0.01%
1,427
1015
$30K ﹤0.01%
74
1016
$30K ﹤0.01%
4,502
+2
1017
$30K ﹤0.01%
2,000
1018
$29K ﹤0.01%
+375
1019
$29K ﹤0.01%
1,970
-2,311
1020
$29K ﹤0.01%
158
1021
$29K ﹤0.01%
1,070
+12
1022
$29K ﹤0.01%
475
-92
1023
$29K ﹤0.01%
1,433
1024
$29K ﹤0.01%
124
1025
$29K ﹤0.01%
1,105
+37
39 40
41
42 43