AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$0 ﹤0.01%
5
1727
– –
0
1728
$0 ﹤0.01%
2
1729
$0 ﹤0.01%
9
1730
– –
-500
1731
$0 ﹤0.01%
300
1732
– –
-100
1733
– –
0
1734
$0 ﹤0.01%
16
1735
$0 ﹤0.01%
12
1736
$0 ﹤0.01%
21
1737
– –
-36
1738
$0 ﹤0.01%
15
1739
$0 ﹤0.01%
62
1740
– –
-3,841
1741
– –
-10
1742
– –
0
1743
$0 ﹤0.01%
4
1744
$0 ﹤0.01%
12
1745
– –
0
1746
– –
-68
1747
$0 ﹤0.01%
4
1748
– –
-134
1749
– –
-500
1750
– –
-650
68 69
70
71 72