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
1301
$9K ﹤0.01%
839
1302
$9K ﹤0.01%
267
-12,336
1303
$9K ﹤0.01%
270
-100
1304
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863
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500
1306
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1307
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-375
1310
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500
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1311
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204
+1
1314
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1315
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70
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1318
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1319
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52
+50
1320
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1,818
1321
$8K ﹤0.01%
146
-618
1322
$8K ﹤0.01%
82
1323
$8K ﹤0.01%
112
-1,177
1324
$8K ﹤0.01%
273
-12,234
1325
$8K ﹤0.01%
398
51 52
53
54 55