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
176
$1.3M 0.1%
11,914
-1,352
177
$1.29M 0.1%
11,634
-10,237
178
$1.28M 0.1%
7,594
-1,468
179
$1.27M 0.1%
15,947
-17
180
$1.26M 0.1%
103,028
+6,950
181
$1.25M 0.1%
5,085
-216
182
$1.24M 0.1%
11,293
+10,807
183
$1.24M 0.1%
8,166
-109
184
$1.24M 0.1%
27,698
-2,166
185
$1.23M 0.1%
52,502
-2,625
186
$1.23M 0.1%
60,733
+650
187
$1.23M 0.1%
16,950
188
$1.22M 0.1%
1,689
+97
189
$1.21M 0.1%
23,167
-3,481
190
$1.2M 0.1%
78,802
+1,966
191
$1.18M 0.1%
21,890
-4,040
192
$1.18M 0.1%
44,200
-1,600
193
$1.18M 0.1%
9,977
-122
194
$1.18M 0.09%
+44,350
195
$1.17M 0.09%
5,465
-934
196
$1.16M 0.09%
3,080
-1,386
197
$1.15M 0.09%
14,856
-192
198
$1.14M 0.09%
13,323
-278
199
$1.14M 0.09%
25,002
-9,700
200
$1.12M 0.09%
15,720
+2,128
6 7
8
9 10