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
1751
$0 ﹤0.01%
+6
1752
$0 ﹤0.01%
10
1753
– –
-200
1754
$0 ﹤0.01%
+8
1755
– –
-68
1756
$0 ﹤0.01%
+10
1757
$0 ﹤0.01%
13
1758
– –
0
1759
– –
-460
1760
$0 ﹤0.01%
11
1761
– –
-75
1762
– –
0
1763
– –
0
1764
$0 ﹤0.01%
9
1765
$0 ﹤0.01%
+18
1766
– –
-96
1767
– –
-190
1768
– –
-322
1769
$0 ﹤0.01%
105
1770
$0 ﹤0.01%
19
1771
– –
-53
1772
– –
-19
1773
– –
-590
1774
– –
-31,586
1775
– –
-329
69 70
71
72 73