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
1526
$2K ﹤0.01%
+21
1527
$2K ﹤0.01%
450
1528
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29
1529
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93
-15,029
1530
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+60
1531
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210
1532
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200
1533
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1,000
1534
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44
1535
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42
-1,388
1536
$2K ﹤0.01%
67
1537
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66
1538
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110
1539
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259
+50
1540
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10
-5
1541
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100
1542
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46
1543
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40
+20
1544
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43
-1
1545
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14
1546
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57
-99
1547
$2K ﹤0.01%
+100
1548
$2K ﹤0.01%
500
1549
$2K ﹤0.01%
26
1550
$2K ﹤0.01%
39
60 61
62
63 64