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
1701
$0 ﹤0.01%
+24
1702
$0 ﹤0.01%
223
1703
– –
-100
1704
– –
-1,300
1705
– –
0
1706
– –
-3,261
1707
– –
-979
1708
– –
0
1709
– –
-250
1710
– –
-85
1711
– –
-7
1712
$0 ﹤0.01%
9
1713
– –
-21
1714
– –
-114
1715
– –
-1,000
1716
– –
0
1717
– –
-272
1718
– –
-44
1719
– –
-400
1720
– –
-14
1721
$0 ﹤0.01%
+2
1722
– –
-356
1723
– –
-131
1724
– –
0
1725
$0 ﹤0.01%
10
-290
67 68
69
70 71