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
1076
$24K ﹤0.01%
841
-210
1077
$24K ﹤0.01%
+300
1078
$24K ﹤0.01%
+580
1079
$24K ﹤0.01%
478
+469
1080
$24K ﹤0.01%
653
-105
1081
$24K ﹤0.01%
586
+125
1082
$23K ﹤0.01%
+153
1083
$23K ﹤0.01%
+325
1084
$23K ﹤0.01%
55
1085
$23K ﹤0.01%
259
-608
1086
$23K ﹤0.01%
318
1087
$23K ﹤0.01%
300
1088
$23K ﹤0.01%
317
1089
$23K ﹤0.01%
2,045
1090
$23K ﹤0.01%
779
1091
$23K ﹤0.01%
304
1092
$23K ﹤0.01%
395
1093
$23K ﹤0.01%
313
+2
1094
$23K ﹤0.01%
163
-45
1095
$23K ﹤0.01%
123
1096
$22K ﹤0.01%
985
+5
1097
$22K ﹤0.01%
572
1098
$22K ﹤0.01%
128
1099
$22K ﹤0.01%
640
+100
1100
$21K ﹤0.01%
2,501
42 43
44
45 46