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
1501
$3K ﹤0.01%
92
1502
$3K ﹤0.01%
38
1503
$3K ﹤0.01%
+100
1504
$3K ﹤0.01%
737
1505
$3K ﹤0.01%
546
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%
200
1513
$2K ﹤0.01%
+200
1514
$2K ﹤0.01%
+21
1515
$2K ﹤0.01%
450
1516
$2K ﹤0.01%
29
1517
$2K ﹤0.01%
1,000
1518
$2K ﹤0.01%
110
1519
$2K ﹤0.01%
259
+50
1520
$2K ﹤0.01%
57
-99
1521
$2K ﹤0.01%
+100
1522
$2K ﹤0.01%
500
1523
$2K ﹤0.01%
200
1524
$2K ﹤0.01%
54
1525
$2K ﹤0.01%
+181
59 60
61
62 63