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
1826
– –
-51
1827
$0 ﹤0.01%
1
1828
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-23
1829
$0 ﹤0.01%
12
1830
$0 ﹤0.01%
59
1831
– –
0
1832
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-10
1833
– –
-2,000
1834
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-100
1835
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-25
1836
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-31
1837
– –
-1,629
1838
– –
-400
1839
$0 ﹤0.01%
130
1840
– –
-11
1841
$0 ﹤0.01%
22
1842
– –
0
1843
$0 ﹤0.01%
+29
1844
– –
-1,782
1845
$0 ﹤0.01%
+16
1846
– –
-410
1847
– –
-15
1848
– –
-341
1849
– –
-30
1850
– –
0
72 73
74
75 76