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
1151
$18K ﹤0.01%
165
-13
1152
$18K ﹤0.01%
2,872
+235
1153
$18K ﹤0.01%
+85
1154
$18K ﹤0.01%
1,750
1155
$18K ﹤0.01%
1,223
1156
$17K ﹤0.01%
416
1157
$17K ﹤0.01%
32
+1
1158
$17K ﹤0.01%
238
+19
1159
$17K ﹤0.01%
400
+200
1160
$17K ﹤0.01%
338
1161
$17K ﹤0.01%
721
+50
1162
$17K ﹤0.01%
1,500
1163
$17K ﹤0.01%
158
1164
$17K ﹤0.01%
468
1165
$17K ﹤0.01%
200
+100
1166
$17K ﹤0.01%
850
+82
1167
$17K ﹤0.01%
49
+45
1168
$17K ﹤0.01%
432
1169
$17K ﹤0.01%
76
1170
$17K ﹤0.01%
400
1171
$16K ﹤0.01%
604
1172
$16K ﹤0.01%
117
-15
1173
$16K ﹤0.01%
323
+223
1174
$16K ﹤0.01%
900
1175
$16K ﹤0.01%
355
45 46
47
48 49