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
151
$1.65M 0.13%
22,864
-7,136
152
$1.65M 0.13%
32,080
+9,310
153
$1.64M 0.13%
49,629
+13,255
154
$1.61M 0.13%
29,281
-5,788
155
$1.61M 0.13%
14,220
-15,460
156
$1.61M 0.13%
9,799
+267
157
$1.58M 0.13%
4,439
+40
158
$1.56M 0.13%
46,266
-34,958
159
$1.56M 0.13%
54,720
-10,780
160
$1.55M 0.13%
22,430
+4,199
161
$1.53M 0.12%
27,996
-22,164
162
$1.51M 0.12%
30,408
-16,954
163
$1.47M 0.12%
16,760
-560
164
$1.47M 0.12%
48,465
+18,852
165
$1.44M 0.12%
8,969
+209
166
$1.4M 0.11%
52,347
+2,410
167
$1.4M 0.11%
12,712
+503
168
$1.4M 0.11%
5,295
+215
169
$1.39M 0.11%
30,330
-4,750
170
$1.38M 0.11%
11,427
+707
171
$1.38M 0.11%
15,982
-5,300
172
$1.36M 0.11%
14,619
+15
173
$1.36M 0.11%
5,547
-561
174
$1.35M 0.11%
11,242
-928
175
$1.34M 0.11%
88,713
+3,417
5 6
7
8 9