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
501
$152K 0.02%
875
502
$150K 0.02%
2,096
-1,244
503
$150K 0.02%
5,600
+1,000
504
$149K 0.02%
6,600
505
$149K 0.02%
7,125
-912
506
$148K 0.02%
8,936
507
$148K 0.02%
1,675
+691
508
$148K 0.02%
+2,466
509
$148K 0.02%
4,535
+1,634
510
$146K 0.02%
1,935
+409
511
$146K 0.02%
8,724
-76
512
$145K 0.02%
546
+309
513
$144K 0.02%
1,675
+1,274
514
$143K 0.02%
3,032
-387
515
$142K 0.02%
5,639
+58
516
$141K 0.02%
3,900
517
$141K 0.02%
2,949
+1,030
518
$140K 0.02%
3,635
-38
519
$140K 0.02%
6,844
-262
520
$140K 0.02%
1,517
-644
521
$139K 0.02%
7,860
+77
522
$138K 0.02%
1,077
+216
523
$137K 0.02%
654
524
$136K 0.02%
5,256
+1,218
525
$136K 0.02%
1,202
-2,238
19 20
21
22 23