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
251
$713K 0.08%
4,137
+19
252
$702K 0.08%
39,400
-600
253
$701K 0.08%
23,342
+2,400
254
$700K 0.08%
8,762
+77
255
$695K 0.08%
6,022
+87
256
$691K 0.08%
4,556
+2,966
257
$689K 0.08%
2,625
258
$687K 0.08%
13,488
+2,884
259
$684K 0.08%
12,548
+1,701
260
$677K 0.07%
2,970
-131
261
$677K 0.07%
9,338
+140
262
$676K 0.07%
13,507
-510
263
$675K 0.07%
30,500
264
$666K 0.07%
19,465
+8,437
265
$658K 0.07%
22,883
-3,093
266
$656K 0.07%
+13,299
267
$649K 0.07%
47,420
268
$632K 0.07%
+26,243
269
$630K 0.07%
7,319
+448
270
$621K 0.07%
21,509
+2,014
271
$616K 0.07%
3,256
-39
272
$616K 0.07%
7,270
+2,653
273
$611K 0.07%
3,566
-504
274
$609K 0.07%
28,175
+200
275
$607K 0.07%
8,917
9 10
11
12 13