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
1876
– –
-184
1877
– –
0
1878
– –
-58
1879
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-150
1880
– –
-17,870
1881
– –
-108
1882
– –
-4,873
1883
– –
-8
1884
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-6
1885
– –
-40
1886
$0 ﹤0.01%
50
1887
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-307
1888
$0 ﹤0.01%
+24
1889
$0 ﹤0.01%
223
1890
– –
-100
1891
– –
-1,300
1892
– –
0
1893
– –
-3,261
1894
– –
-979
1895
– –
0
1896
– –
-250
1897
– –
-85
1898
– –
-7
1899
$0 ﹤0.01%
22
1900
– –
0
74 75
76
77 78