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
1326
$8K ﹤0.01%
518
1327
$8K ﹤0.01%
1,100
1328
$8K ﹤0.01%
630
1329
$8K ﹤0.01%
173
-67
1330
$8K ﹤0.01%
+201
1331
$8K ﹤0.01%
+250
1332
$8K ﹤0.01%
113
-68
1333
$8K ﹤0.01%
270
-27,860
1334
$8K ﹤0.01%
500
1335
$8K ﹤0.01%
624
+48
1336
$8K ﹤0.01%
350
1337
$8K ﹤0.01%
500
-400
1338
$7K ﹤0.01%
191
1339
$7K ﹤0.01%
+50
1340
$7K ﹤0.01%
300
1341
$7K ﹤0.01%
51
1342
$7K ﹤0.01%
+248
1343
$7K ﹤0.01%
93
1344
$7K ﹤0.01%
296
1345
$7K ﹤0.01%
150
1346
$7K ﹤0.01%
262
1347
$7K ﹤0.01%
245
-29,575
1348
$7K ﹤0.01%
75
1349
$7K ﹤0.01%
+65
1350
$7K ﹤0.01%
146
52 53
54
55 56