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
$903M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,866
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.66M
3
+$5.81M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.39M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.45M

Top Sells

1
+$3.39M
2
+$2.44M
3
+$2.3M
4
CAT icon
Caterpillar
CAT
+$2.18M
5
NVDA icon
NVIDIA
NVDA
+$1.81M

Sector Composition

1 Healthcare 6.2%
2 Technology 5.74%
3 Industrials 5.38%
4 Financials 4.26%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$772K 0.09%
2,868
+1,067
227
$769K 0.09%
12,620
-1,946
228
$767K 0.08%
15,365
-371
229
$767K 0.08%
9,905
-13,186
230
$759K 0.08%
5,075
+34
231
$757K 0.08%
14,619
-4,124
232
$753K 0.08%
6,388
+1,090
233
$747K 0.08%
6,441
-108
234
$747K 0.08%
20,350
+1,340
235
$740K 0.08%
16,657
-2,255
236
$740K 0.08%
2,067
+4
237
$739K 0.08%
10,649
-651
238
$739K 0.08%
34,865
+23,975
239
$738K 0.08%
5,973
-224
240
$737K 0.08%
12,150
-967
241
$736K 0.08%
10,510
-1,008
242
$734K 0.08%
30,600
-500
243
$729K 0.08%
17,150
+326
244
$722K 0.08%
5,849
-85
245
$721K 0.08%
15,434
-4,871
246
$720K 0.08%
20,111
+12,290
247
$717K 0.08%
11,411
248
$716K 0.08%
13,058
+505
249
$716K 0.08%
8,529
+548
250
$715K 0.08%
19,048
+66
8 9
10
11 12