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
1376
$7K ﹤0.01%
399
+300
1377
$7K ﹤0.01%
137
+79
1378
$6K ﹤0.01%
396
-2
1379
$6K ﹤0.01%
220
1380
$6K ﹤0.01%
+35
1381
$6K ﹤0.01%
381
1382
$6K ﹤0.01%
756
1383
$6K ﹤0.01%
119
-1
1384
$6K ﹤0.01%
158
-113
1385
$6K ﹤0.01%
263
-976
1386
$6K ﹤0.01%
197
-299
1387
$6K ﹤0.01%
197
1388
$6K ﹤0.01%
200
+149
1389
$6K ﹤0.01%
+155
1390
$6K ﹤0.01%
+300
1391
$6K ﹤0.01%
277
1392
$6K ﹤0.01%
604
1393
$6K ﹤0.01%
79
-1,182
1394
$6K ﹤0.01%
108
1395
$6K ﹤0.01%
3,103
1396
$6K ﹤0.01%
190
1397
$6K ﹤0.01%
200
-300
1398
$6K ﹤0.01%
300
+25
1399
$6K ﹤0.01%
200
1400
$6K ﹤0.01%
200
-100
54 55
56
57 58