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
1401
$6K ﹤0.01%
762
1402
$6K ﹤0.01%
230
-861
1403
$6K ﹤0.01%
225
1404
$6K ﹤0.01%
63
1405
$6K ﹤0.01%
96
1406
$6K ﹤0.01%
6
+3
1407
$6K ﹤0.01%
27
1408
$6K ﹤0.01%
158
+1
1409
$6K ﹤0.01%
1,100
1410
$6K ﹤0.01%
1,400
1411
$6K ﹤0.01%
158
+153
1412
$6K ﹤0.01%
356
+3
1413
$6K ﹤0.01%
150
1414
$6K ﹤0.01%
459
1415
$5K ﹤0.01%
139
-11
1416
$5K ﹤0.01%
+50
1417
$5K ﹤0.01%
100
1418
$5K ﹤0.01%
400
1419
$5K ﹤0.01%
89
1420
$5K ﹤0.01%
700
1421
$5K ﹤0.01%
157
-2,667
1422
$5K ﹤0.01%
80
1423
$5K ﹤0.01%
500
1424
$5K ﹤0.01%
154
-1,564
1425
$5K ﹤0.01%
+166
55 56
57
58 59