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
401
$266K 0.03%
8,513
+7
402
$266K 0.03%
21,280
403
$265K 0.03%
6,052
+1,218
404
$264K 0.03%
1,963
-139
405
$259K 0.03%
3,042
-411
406
$259K 0.03%
12,350
-80
407
$258K 0.03%
2,185
+195
408
$256K 0.03%
4,466
+255
409
$256K 0.03%
8,070
+1,749
410
$254K 0.03%
1,385
411
$254K 0.03%
4,242
+400
412
$253K 0.03%
12,164
-143
413
$249K 0.03%
1,264
+499
414
$248K 0.03%
+10,041
415
$245K 0.03%
13,050
+1,090
416
$243K 0.03%
4,202
+230
417
$242K 0.03%
32,450
+16,950
418
$240K 0.03%
3,766
+2,335
419
$237K 0.03%
4,958
-140
420
$237K 0.03%
3,538
-26,014
421
$236K 0.03%
4,384
+569
422
$234K 0.03%
9,037
-17,276
423
$233K 0.03%
4,366
-1,720
424
$233K 0.03%
11,410
-300
425
$232K 0.03%
1,133
+19
15 16
17
18 19