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
1626
$1K ﹤0.01%
1,459
-47
1627
$1K ﹤0.01%
100
1628
$1K ﹤0.01%
9
-94
1629
$0 ﹤0.01%
12
1630
$0 ﹤0.01%
21
1631
– –
-36
1632
$0 ﹤0.01%
15
1633
$0 ﹤0.01%
62
1634
– –
-3,841
1635
– –
-10
1636
– –
0
1637
$0 ﹤0.01%
4
1638
$0 ﹤0.01%
12
1639
– –
0
1640
– –
-68
1641
$0 ﹤0.01%
4
1642
– –
-134
1643
– –
-500
1644
– –
-650
1645
$0 ﹤0.01%
+6
1646
$0 ﹤0.01%
10
1647
– –
-200
1648
$0 ﹤0.01%
+8
1649
– –
-68
1650
$0 ﹤0.01%
+10
64 65
66
67 68