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
1801
– –
-50
1802
– –
-235
1803
– –
-135
1804
– –
-1,945
1805
$0 ﹤0.01%
+5
1806
– –
-6
1807
$0 ﹤0.01%
5
1808
– –
0
1809
$0 ﹤0.01%
2
1810
$0 ﹤0.01%
9
1811
– –
-500
1812
$0 ﹤0.01%
300
1813
– –
-100
1814
– –
0
1815
$0 ﹤0.01%
16
1816
– –
0
1817
$0 ﹤0.01%
2
1818
– –
0
1819
– –
-66
1820
– –
-18
1821
– –
-41
1822
– –
-13,337
1823
– –
-12,681
1824
– –
-1,023
1825
– –
-26,237
71 72
73
74 75