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
26
$5.81M 0.64%
496,818
+233,964
27
$5.8M 0.64%
101,580
+2,525
28
$5.64M 0.62%
315,620
+37,660
29
$5.46M 0.6%
464,370
+12,726
30
$5.41M 0.6%
36,024
+426
31
$5.35M 0.59%
21,912
+3,001
32
$5.16M 0.57%
67,351
+4,878
33
$5.03M 0.56%
92,880
-8,080
34
$4.96M 0.55%
94,049
-7,120
35
$4.93M 0.55%
185,936
+21,858
36
$4.89M 0.54%
109,180
+24,716
37
$4.86M 0.54%
13,373
-528
38
$4.77M 0.53%
40,915
+9,162
39
$4.77M 0.53%
64,692
+6,357
40
$4.66M 0.52%
290,688
+90,478
41
$4.64M 0.51%
121,607
+90,300
42
$4.32M 0.48%
48,450
+1,603
43
$4.22M 0.47%
70,940
-1,318
44
$4.03M 0.45%
115,409
-29,794
45
$4M 0.44%
109,824
+5,160
46
$3.98M 0.44%
40,853
-4,163
47
$3.79M 0.42%
21,737
-746
48
$3.72M 0.41%
120,872
+70,185
49
$3.69M 0.41%
46,142
+366
50
$3.63M 0.4%
39,576
-25,062
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