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
1051
$26K ﹤0.01%
2,000
-500
1052
$26K ﹤0.01%
115
1053
$26K ﹤0.01%
594
+26
1054
$26K ﹤0.01%
265
-1,310
1055
$25K ﹤0.01%
158
1056
$25K ﹤0.01%
1,548
+125
1057
$25K ﹤0.01%
900
-200
1058
$25K ﹤0.01%
400
1059
$25K ﹤0.01%
336
-1,220
1060
$25K ﹤0.01%
400
1061
$25K ﹤0.01%
1,113
1062
$25K ﹤0.01%
600
1063
$25K ﹤0.01%
153
-2
1064
$25K ﹤0.01%
2,000
-103
1065
$25K ﹤0.01%
414
1066
$25K ﹤0.01%
741
1067
$25K ﹤0.01%
214
1068
$25K ﹤0.01%
125
-10
1069
$24K ﹤0.01%
1,500
1070
$24K ﹤0.01%
2,847
+232
1071
$24K ﹤0.01%
400
1072
$24K ﹤0.01%
324
1073
$24K ﹤0.01%
+2,900
1074
$24K ﹤0.01%
141
-31
1075
$24K ﹤0.01%
329
41 42
43
44 45