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
1226
$13K ﹤0.01%
64
-70
1227
$13K ﹤0.01%
638
1228
$13K ﹤0.01%
900
1229
$13K ﹤0.01%
1,723
1230
$13K ﹤0.01%
86
1231
$13K ﹤0.01%
745
-1,606
1232
$12K ﹤0.01%
224
+18
1233
$12K ﹤0.01%
150
1234
$12K ﹤0.01%
275
1235
$12K ﹤0.01%
1,100
1236
$12K ﹤0.01%
300
1237
$12K ﹤0.01%
1,200
1238
$12K ﹤0.01%
425
1239
$12K ﹤0.01%
361
+7
1240
$12K ﹤0.01%
217
+56
1241
$12K ﹤0.01%
3,813
-1
1242
$12K ﹤0.01%
1,100
+200
1243
$12K ﹤0.01%
89
-173
1244
$11K ﹤0.01%
+401
1245
$11K ﹤0.01%
262
1246
$11K ﹤0.01%
+1,500
1247
$11K ﹤0.01%
2,388
1248
$11K ﹤0.01%
373
-27
1249
$11K ﹤0.01%
300
1250
$11K ﹤0.01%
147
+8
48 49
50
51 52