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
1201
$14K ﹤0.01%
+620
1202
$14K ﹤0.01%
1,736
+27
1203
$14K ﹤0.01%
216
1204
$14K ﹤0.01%
1,250
1205
$14K ﹤0.01%
32
1206
$14K ﹤0.01%
99
1207
$14K ﹤0.01%
272
1208
$14K ﹤0.01%
1,206
-1,481
1209
$14K ﹤0.01%
+2,100
1210
$13K ﹤0.01%
159
1211
$13K ﹤0.01%
1,492
-1,500
1212
$13K ﹤0.01%
500
-400
1213
$13K ﹤0.01%
4
1214
$13K ﹤0.01%
400
-600
1215
$13K ﹤0.01%
313
+3
1216
$13K ﹤0.01%
391
-9
1217
$13K ﹤0.01%
379
+3
1218
$13K ﹤0.01%
362
1219
$13K ﹤0.01%
2,530
1220
$13K ﹤0.01%
100
1221
$13K ﹤0.01%
632
+6
1222
$13K ﹤0.01%
150
1223
$13K ﹤0.01%
338
1224
$13K ﹤0.01%
80
+30
1225
$13K ﹤0.01%
635
47 48
49
50 51