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
1176
$16K ﹤0.01%
341
+337
1177
$16K ﹤0.01%
1,500
1178
$16K ﹤0.01%
1,419
1179
$16K ﹤0.01%
220
-87
1180
$15K ﹤0.01%
124
1181
$15K ﹤0.01%
589
1182
$15K ﹤0.01%
716
1183
$15K ﹤0.01%
86
1184
$15K ﹤0.01%
204
1185
$15K ﹤0.01%
1,245
1186
$15K ﹤0.01%
595
+48
1187
$15K ﹤0.01%
185
1188
$15K ﹤0.01%
350
1189
$15K ﹤0.01%
235
-561
1190
$15K ﹤0.01%
1,150
1191
$15K ﹤0.01%
366
+357
1192
$15K ﹤0.01%
210
1193
$15K ﹤0.01%
594
1194
$15K ﹤0.01%
1,096
-2,753
1195
$15K ﹤0.01%
843
-385
1196
$14K ﹤0.01%
1,044
1197
$14K ﹤0.01%
249
1198
$14K ﹤0.01%
146
-67
1199
$14K ﹤0.01%
400
+300
1200
$14K ﹤0.01%
1,833
46 47
48
49 50