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
1101
$21K ﹤0.01%
115
+5
1102
$21K ﹤0.01%
1,410
-171
1103
$21K ﹤0.01%
503
+40
1104
$21K ﹤0.01%
300
1105
$21K ﹤0.01%
476
1106
$21K ﹤0.01%
323
+26
1107
$21K ﹤0.01%
91
1108
$21K ﹤0.01%
167
1109
$21K ﹤0.01%
944
-765
1110
$21K ﹤0.01%
815
+16
1111
$21K ﹤0.01%
1,000
1112
$21K ﹤0.01%
118
+60
1113
$21K ﹤0.01%
+667
1114
$20K ﹤0.01%
649
+121
1115
$20K ﹤0.01%
103
-2,121
1116
$20K ﹤0.01%
571
1117
$20K ﹤0.01%
+769
1118
$20K ﹤0.01%
2,114
-1,137
1119
$20K ﹤0.01%
358
-253
1120
$20K ﹤0.01%
1,734
1121
$20K ﹤0.01%
100
1122
$19K ﹤0.01%
162
1123
$19K ﹤0.01%
207
1124
$19K ﹤0.01%
450
1125
$19K ﹤0.01%
878
43 44
45
46 47