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
326
$419K 0.05%
6,267
+3,790
327
$415K 0.05%
16,280
+14
328
$413K 0.05%
10,542
+1,318
329
$412K 0.05%
8,608
330
$412K 0.05%
2,369
331
$406K 0.04%
8,212
+16
332
$406K 0.04%
5,398
-544
333
$404K 0.04%
8,197
+948
334
$400K 0.04%
9,275
335
$398K 0.04%
3,445
+489
336
$397K 0.04%
15,815
337
$396K 0.04%
3,914
+3,499
338
$396K 0.04%
+16,519
339
$395K 0.04%
7,520
+840
340
$395K 0.04%
2,721
+358
341
$393K 0.04%
24,967
-651
342
$391K 0.04%
6,948
+6,250
343
$391K 0.04%
2,851
-340
344
$390K 0.04%
18,794
+841
345
$389K 0.04%
10,535
+1,931
346
$389K 0.04%
7,352
+231
347
$388K 0.04%
4,738
+8
348
$385K 0.04%
6,896
+516
349
$383K 0.04%
9,580
+1,085
350
$381K 0.04%
2,063
+270
12 13
14
15 16