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
1776
– –
-500
1777
$0 ﹤0.01%
5
1778
– –
0
1779
$0 ﹤0.01%
3
1780
– –
-69
1781
– –
-330
1782
$0 ﹤0.01%
9
1783
– –
0
1784
$0 ﹤0.01%
5
1785
– –
-693
1786
– –
-100
1787
– –
-25
1788
– –
0
1789
– –
-22,083
1790
– –
-218
1791
– –
-2
1792
$0 ﹤0.01%
2
-1
1793
– –
-120
1794
$0 ﹤0.01%
21
1795
$0 ﹤0.01%
5
1796
– –
-471
1797
– –
-52
1798
– –
-250
1799
$0 ﹤0.01%
6
1800
$0 ﹤0.01%
+5
70 71
72
73 74