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
1901
$0 ﹤0.01%
+29
1902
– –
-1,782
1903
$0 ﹤0.01%
+16
1904
$0 ﹤0.01%
9
1905
– –
-410
1906
– –
-15
1907
– –
0
1908
– –
-341
1909
– –
-30
1910
– –
0
1911
– –
-21
1912
– –
-114
1913
– –
-1,000
1914
– –
-68,012
1915
– –
-121
1916
– –
-100
1917
– –
0
1918
– –
0
1919
– –
-272
1920
– –
-44
1921
– –
-400
1922
– –
-14
1923
$0 ﹤0.01%
+2
1924
– –
-356
1925
– –
-131
74 75 76
77
78