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
376
$331K 0.04%
6,895
-137
377
$331K 0.04%
9,683
+5,049
378
$329K 0.04%
27,816
379
$325K 0.04%
3,893
+448
380
$323K 0.04%
1,095
+343
381
$322K 0.04%
1,422
+8
382
$322K 0.04%
+6,978
383
$320K 0.04%
2,884
+1,239
384
$316K 0.04%
799
+58
385
$315K 0.03%
14,523
-2,250
386
$314K 0.03%
3,089
+1,858
387
$312K 0.03%
5,144
-700
388
$308K 0.03%
1,292
+113
389
$302K 0.03%
8,872
-1,517
390
$302K 0.03%
2,240
+664
391
$298K 0.03%
3,413
+248
392
$291K 0.03%
3,855
-435
393
$291K 0.03%
13,619
+5,424
394
$289K 0.03%
12,117
395
$288K 0.03%
1,738
+180
396
$277K 0.03%
245
-8
397
$275K 0.03%
9,765
398
$274K 0.03%
9,569
+22
399
$268K 0.03%
7,578
-1,070
400
$267K 0.03%
4,278
14 15
16
17 18