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
1801
– –
-500
1802
$0 ﹤0.01%
5
1803
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0
1804
$0 ﹤0.01%
3
1805
– –
-69
1806
– –
-330
1807
– –
-693
1808
– –
-100
1809
– –
-25
1810
– –
0
1811
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-22,083
1812
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-218
1813
– –
-2
1814
$0 ﹤0.01%
2
-1
1815
– –
-120
1816
– –
0
1817
– –
-66
1818
– –
-18
1819
– –
-41
1820
– –
-13,337
1821
– –
-42
1822
– –
0
1823
– –
-11
1824
– –
-97
1825
$0 ﹤0.01%
20
71 72
73
74 75