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
1426
$5K ﹤0.01%
40
-469
1427
$5K ﹤0.01%
628
+27
1428
$5K ﹤0.01%
+156
1429
$5K ﹤0.01%
452
-150
1430
$5K ﹤0.01%
25
1431
$5K ﹤0.01%
121
1432
$5K ﹤0.01%
29
+10
1433
$5K ﹤0.01%
+300
1434
$5K ﹤0.01%
561
1435
$5K ﹤0.01%
109
-191
1436
$5K ﹤0.01%
109
+100
1437
$5K ﹤0.01%
+115
1438
$5K ﹤0.01%
64
-276
1439
$5K ﹤0.01%
304
1440
$5K ﹤0.01%
+163
1441
$5K ﹤0.01%
47
1442
$5K ﹤0.01%
493
1443
$5K ﹤0.01%
300
1444
$5K ﹤0.01%
35
-630
1445
$5K ﹤0.01%
59
-209
1446
$4K ﹤0.01%
88
1447
$4K ﹤0.01%
50
1448
$4K ﹤0.01%
103
+48
1449
$4K ﹤0.01%
204
+104
1450
$4K ﹤0.01%
191
56 57
58
59 60