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
476
$174K 0.02%
1,418
-51
477
$173K 0.02%
2,528
-2
478
$171K 0.02%
4,746
+48
479
$170K 0.02%
+4,318
480
$170K 0.02%
1,900
481
$170K 0.02%
3,199
+3,180
482
$169K 0.02%
3,165
-79
483
$169K 0.02%
124
+1
484
$168K 0.02%
11,533
-300
485
$168K 0.02%
644
+146
486
$167K 0.02%
3,712
+701
487
$167K 0.02%
6,389
488
$163K 0.02%
906
489
$163K 0.02%
2,778
490
$159K 0.02%
5,778
+4,380
491
$157K 0.02%
1,440
+284
492
$156K 0.02%
1,933
+431
493
$156K 0.02%
1,295
+250
494
$155K 0.02%
3,783
+2,433
495
$155K 0.02%
481
+152
496
$154K 0.02%
11,350
-600
497
$153K 0.02%
1,733
+199
498
$153K 0.02%
1,638
499
$152K 0.02%
732
+30
500
$152K 0.02%
1,528
+56
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