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
1501
$3K ﹤0.01%
546
1502
$3K ﹤0.01%
30
1503
$3K ﹤0.01%
354
1504
$3K ﹤0.01%
500
1505
$3K ﹤0.01%
100
1506
$3K ﹤0.01%
103
1507
$3K ﹤0.01%
300
1508
$3K ﹤0.01%
63
1509
$3K ﹤0.01%
105
+2
1510
$3K ﹤0.01%
126
1511
$3K ﹤0.01%
250
1512
$2K ﹤0.01%
2
1513
$2K ﹤0.01%
1
1514
$2K ﹤0.01%
+100
1515
$2K ﹤0.01%
26
1516
$2K ﹤0.01%
23
-3,523
1517
$2K ﹤0.01%
109
1518
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35
1519
$2K ﹤0.01%
+39
1520
$2K ﹤0.01%
226
1521
$2K ﹤0.01%
88
1522
$2K ﹤0.01%
28
1523
$2K ﹤0.01%
26
1524
$2K ﹤0.01%
30
1525
$2K ﹤0.01%
200
59 60
61
62 63