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
101
$2.76M 0.22%
21,710
-674
102
$2.75M 0.22%
61,911
+16,715
103
$2.63M 0.21%
38,753
-1,018
104
$2.62M 0.21%
120,657
+548
105
$2.62M 0.21%
21,793
-1,336
106
$2.59M 0.21%
198,360
-3,880
107
$2.54M 0.21%
68,344
+1,008
108
$2.53M 0.2%
50,212
+2,269
109
$2.52M 0.2%
8,692
+159
110
$2.5M 0.2%
80,542
+17,466
111
$2.46M 0.2%
23,572
-12,528
112
$2.45M 0.2%
80,866
-3,982
113
$2.42M 0.2%
7,730
+171
114
$2.4M 0.19%
20,172
-2,319
115
$2.39M 0.19%
8,772
+875
116
$2.37M 0.19%
82,315
+26,449
117
$2.34M 0.19%
60,850
-20,236
118
$2.29M 0.19%
47,700
-4,101
119
$2.26M 0.18%
85,550
-9,023
120
$2.25M 0.18%
38,533
-1,038
121
$2.24M 0.18%
7,336
+5,107
122
$2.19M 0.18%
8,608
+611
123
$2.19M 0.18%
8,450
+160
124
$2.19M 0.18%
12,040
-145
125
$2.18M 0.18%
60,712
+2,550
3 4
5
6 7