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
301
$494K 0.05%
9,430
+945
302
$494K 0.05%
12,188
-1,728
303
$493K 0.05%
8,084
+2,526
304
$492K 0.05%
3,768
-231
305
$473K 0.05%
11,244
+303
306
$472K 0.05%
31,187
+52
307
$463K 0.05%
24,590
+26
308
$461K 0.05%
3,520
-20
309
$458K 0.05%
9,519
+1,827
310
$456K 0.05%
12,391
+11,920
311
$454K 0.05%
7,165
312
$452K 0.05%
44,182
-31,392
313
$451K 0.05%
2,730
+4
314
$451K 0.05%
3,061
+2
315
$448K 0.05%
3,722
-44
316
$437K 0.05%
3,354
317
$435K 0.05%
9,246
+208
318
$435K 0.05%
25,260
+6,490
319
$432K 0.05%
4,186
+666
320
$425K 0.05%
8,297
-2,965
321
$425K 0.05%
8,040
+980
322
$424K 0.05%
6,272
-248
323
$423K 0.05%
30,903
+6,228
324
$421K 0.05%
5,022
+1,015
325
$420K 0.05%
1,709
+5
11 12
13
14 15