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
126
$2.18M 0.18%
46,718
-72
127
$2.18M 0.18%
39,703
+8,383
128
$2.16M 0.17%
31,219
-11,477
129
$2.15M 0.17%
10,024
-580
130
$2.14M 0.17%
42,197
-1,238
131
$2.13M 0.17%
38,164
-3,550
132
$2.11M 0.17%
74,333
+17,415
133
$2.09M 0.17%
41,376
+5,260
134
$2.05M 0.17%
124,941
-21,876
135
$2.04M 0.16%
22,187
-3,682
136
$2.01M 0.16%
23,128
-707
137
$1.97M 0.16%
13,938
-4,520
138
$1.96M 0.16%
28,730
+1,027
139
$1.94M 0.16%
17,032
+514
140
$1.93M 0.16%
12,989
-766
141
$1.9M 0.15%
44,712
-4,274
142
$1.87M 0.15%
40,135
-7,944
143
$1.86M 0.15%
13,178
+268
144
$1.84M 0.15%
49,068
+260
145
$1.83M 0.15%
39,332
-903
146
$1.82M 0.15%
8,378
-771
147
$1.73M 0.14%
21,262
-6,222
148
$1.72M 0.14%
15,042
-3,706
149
$1.72M 0.14%
56,061
-2,674
150
$1.71M 0.14%
8,370
+190
4 5
6
7 8