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
1276
$10K ﹤0.01%
55
-203
1277
$10K ﹤0.01%
190
1278
$10K ﹤0.01%
740
1279
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189
+2
1280
$10K ﹤0.01%
66
1281
$10K ﹤0.01%
379
1282
$10K ﹤0.01%
78
-9,621
1283
$10K ﹤0.01%
25
1284
$10K ﹤0.01%
433
1285
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235
+35
1286
$10K ﹤0.01%
1,500
-1,500
1287
$10K ﹤0.01%
1,000
1288
$9K ﹤0.01%
316
1289
$9K ﹤0.01%
100
1290
$9K ﹤0.01%
359
+4
1291
$9K ﹤0.01%
+100
1292
$9K ﹤0.01%
64
1293
$9K ﹤0.01%
1,100
1294
$9K ﹤0.01%
651
-350
1295
$9K ﹤0.01%
50
1296
$9K ﹤0.01%
208
-11,420
1297
$9K ﹤0.01%
500
1298
$9K ﹤0.01%
62
-298
1299
$9K ﹤0.01%
296
+50
1300
$9K ﹤0.01%
40
50 51
52
53 54