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
276
$605K 0.07%
24,666
+12
277
$604K 0.07%
32,500
-1,000
278
$594K 0.07%
11,236
-129
279
$582K 0.06%
18,440
-6,573
280
$581K 0.06%
26,128
+6,356
281
$579K 0.06%
5,733
+1,330
282
$576K 0.06%
9,339
+8,595
283
$575K 0.06%
7,877
-40
284
$574K 0.06%
2,002
-12
285
$571K 0.06%
31,850
-100
286
$570K 0.06%
7,366
-24
287
$550K 0.06%
1,502
-17
288
$544K 0.06%
17,966
-314
289
$543K 0.06%
4,082
+2,191
290
$537K 0.06%
8,515
+6,990
291
$530K 0.06%
28,699
-9,724
292
$529K 0.06%
10,935
-1,501
293
$527K 0.06%
21,286
-320
294
$522K 0.06%
3,414
+171
295
$517K 0.06%
11,092
+358
296
$516K 0.06%
5,581
+12
297
$508K 0.06%
3,413
-96
298
$501K 0.06%
17,505
+1,389
299
$501K 0.06%
11,250
+7,233
300
$497K 0.06%
6,252
+781
10 11
12
13 14