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
201
$1.12M 0.09%
32,607
-1,633
202
$1.12M 0.09%
99,366
+3,504
203
$1.11M 0.09%
27,059
-1,385
204
$1.1M 0.09%
5,665
-5,856
205
$1.1M 0.09%
18,053
+1,982
206
$1.1M 0.09%
48,924
-3,400
207
$1.1M 0.09%
10,360
-149
208
$1.09M 0.09%
109,230
+20,411
209
$1.09M 0.09%
38,639
-68,433
210
$1.09M 0.09%
5,997
+1,353
211
$1.08M 0.09%
15,472
-532
212
$1.07M 0.09%
18,883
-828
213
$1.07M 0.09%
4,373
-272
214
$1.05M 0.08%
6,818
-340
215
$1.04M 0.08%
11,023
-1,650
216
$1.02M 0.08%
8,208
+205
217
$1.01M 0.08%
7,617
-669
218
$1M 0.08%
19,419
-396
219
$994K 0.08%
12,430
-701
220
$989K 0.08%
32,758
-345
221
$971K 0.08%
4,697
-2,417
222
$962K 0.08%
6,786
+385
223
$958K 0.08%
17,333
-25,817
224
$948K 0.08%
7,032
+676
225
$943K 0.08%
9,531
+100
7 8
9
10 11