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
1626
$1K ﹤0.01%
+34
1627
$1K ﹤0.01%
8
1628
$1K ﹤0.01%
9
-94
1629
$0 ﹤0.01%
21
1630
$0 ﹤0.01%
5
1631
– –
-471
1632
– –
-52
1633
– –
-250
1634
$0 ﹤0.01%
6
1635
$0 ﹤0.01%
+5
1636
– –
-1,945
1637
$0 ﹤0.01%
+5
1638
– –
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1639
$0 ﹤0.01%
5
1640
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0
1641
$0 ﹤0.01%
2
1642
$0 ﹤0.01%
9
1643
$0 ﹤0.01%
21
1644
– –
-36
1645
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15
1646
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62
1647
– –
-3,841
1648
– –
-10
1649
– –
0
1650
$0 ﹤0.01%
4
64 65
66
67 68