AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$2.55M
2
+$2.52M
3
+$2.18M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.11M
5
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.6M

Top Sells

1
+$4.56M
2
+$3.94M
3
+$3.53M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.28M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.03M

Sector Composition

1 Technology 8.03%
2 Healthcare 6.04%
3 Industrials 5.44%
4 Consumer Discretionary 5.14%
5 Financials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$4K ﹤0.01%
302
1477
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25
1478
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200
1479
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1480
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100
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121
+48
1482
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34
+14
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1485
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35
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500
-500
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30
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500
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1491
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25
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750
1493
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452
+167
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30
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90
1497
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52
1498
$3K ﹤0.01%
179
1499
$3K ﹤0.01%
99
1500
$3K ﹤0.01%
100
-100
58 59
60
61 62