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
426
$232K 0.03%
10,963
+5,233
427
$229K 0.03%
5,413
+53
428
$228K 0.03%
1,803
+198
429
$224K 0.02%
11,590
+3,550
430
$223K 0.02%
3,052
+779
431
$219K 0.02%
11,525
-4,100
432
$217K 0.02%
1,883
+1,660
433
$217K 0.02%
4,311
+189
434
$216K 0.02%
3,368
-916
435
$214K 0.02%
1,831
+1
436
$214K 0.02%
2,224
437
$212K 0.02%
+5,522
438
$211K 0.02%
1,966
-107
439
$208K 0.02%
8,321
-209
440
$206K 0.02%
1,536
+3
441
$203K 0.02%
2,600
+2,000
442
$203K 0.02%
5,833
+182
443
$203K 0.02%
4,671
+1
444
$203K 0.02%
4,125
-1,280
445
$201K 0.02%
+7,650
446
$200K 0.02%
+3,957
447
$200K 0.02%
14,396
+7,400
448
$200K 0.02%
2,454
+1,951
449
$199K 0.02%
3,928
+848
450
$199K 0.02%
4,315
-240
16 17
18
19 20