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
451
$198K 0.02%
2,729
+1,150
452
$197K 0.02%
7,028
+5,185
453
$195K 0.02%
1,277
+50
454
$194K 0.02%
2,902
+1,523
455
$191K 0.02%
1,518
+550
456
$190K 0.02%
3,672
+1,430
457
$190K 0.02%
3,700
-3,316
458
$187K 0.02%
1,854
+16
459
$187K 0.02%
2,592
-155
460
$187K 0.02%
30,950
+10,550
461
$185K 0.02%
2,111
+1,196
462
$184K 0.02%
6,400
+1,500
463
$184K 0.02%
3,869
+56
464
$184K 0.02%
3,476
+6
465
$184K 0.02%
7,984
466
$183K 0.02%
3,338
+6
467
$182K 0.02%
+1,900
468
$181K 0.02%
2,850
469
$180K 0.02%
2,317
+1,837
470
$180K 0.02%
+10,500
471
$179K 0.02%
1,640
+203
472
$177K 0.02%
5,910
+60
473
$175K 0.02%
8,410
+440
474
$174K 0.02%
+11,400
475
$174K 0.02%
2,195
-28
17 18
19
20 21