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
1826
– –
-42
1827
– –
0
1828
– –
-11
1829
– –
-225
1830
$0 ﹤0.01%
+5
1831
– –
-97
1832
$0 ﹤0.01%
20
1833
– –
-51
1834
$0 ﹤0.01%
1
1835
– –
-23
1836
– –
-1,063
1837
– –
0
1838
$0 ﹤0.01%
12
1839
$0 ﹤0.01%
59
1840
$0 ﹤0.01%
2
1841
– –
-49
1842
– –
0
1843
– –
-10
1844
– –
-2,000
1845
– –
-100
1846
$0 ﹤0.01%
3
1847
$0 ﹤0.01%
6
1848
– –
-4,600
1849
$0 ﹤0.01%
1
-100
1850
– –
0
72 73
74
75 76