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
1026
$28K ﹤0.01%
191
-25
1027
$28K ﹤0.01%
2,600
-300
1028
$28K ﹤0.01%
262
-49
1029
$28K ﹤0.01%
561
-24,171
1030
$28K ﹤0.01%
175
1031
$28K ﹤0.01%
408
+123
1032
$28K ﹤0.01%
160
1033
$27K ﹤0.01%
207
-553
1034
$27K ﹤0.01%
852
1035
$27K ﹤0.01%
+750
1036
$27K ﹤0.01%
599
+4
1037
$27K ﹤0.01%
+1,150
1038
$27K ﹤0.01%
495
1039
$27K ﹤0.01%
15,706
+2,500
1040
$26K ﹤0.01%
1,286
-315
1041
$26K ﹤0.01%
293
1042
$26K ﹤0.01%
777
+2
1043
$26K ﹤0.01%
177
1044
$26K ﹤0.01%
1,197
+532
1045
$26K ﹤0.01%
3,576
+124
1046
$26K ﹤0.01%
+2,500
1047
$26K ﹤0.01%
870
1048
$26K ﹤0.01%
678
-1,400
1049
$26K ﹤0.01%
2,200
1050
$26K ﹤0.01%
1,738
40 41
42
43 44