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
351
$381K 0.04%
272
+62
352
$379K 0.04%
29,376
353
$378K 0.04%
9,522
-648
354
$374K 0.04%
13,783
-3,551
355
$373K 0.04%
6,874
+1,087
356
$371K 0.04%
8,578
-400
357
$368K 0.04%
6,586
+3,658
358
$367K 0.04%
14,645
359
$360K 0.04%
17,229
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360
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11,519
-4
361
$354K 0.04%
2,718
+26
362
$354K 0.04%
6,027
-341
363
$353K 0.04%
4,126
+778
364
$349K 0.04%
6,263
+81
365
$346K 0.04%
4,070
-673
366
$345K 0.04%
4,035
+402
367
$344K 0.04%
28,703
368
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14,304
+4,040
369
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29,675
-4,535
370
$340K 0.04%
21,941
+19,321
371
$339K 0.04%
4,652
-1,741
372
$339K 0.04%
3,883
+3,446
373
$335K 0.04%
8,021
-394
374
$334K 0.04%
4,737
+299
375
$332K 0.04%
64,800
-4,000
13 14
15
16 17