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
526
$136K 0.02%
5,420
527
$136K 0.02%
3,530
-925
528
$134K 0.01%
4,208
+18
529
$134K 0.01%
3,710
530
$134K 0.01%
3,317
+2,397
531
$133K 0.01%
1,521
-226
532
$132K 0.01%
2,454
533
$131K 0.01%
3,289
534
$130K 0.01%
460
+60
535
$130K 0.01%
4,734
+225
536
$130K 0.01%
2,090
+220
537
$128K 0.01%
2,725
-105
538
$128K 0.01%
1,161
+215
539
$128K 0.01%
2,565
-1,083
540
$128K 0.01%
1,946
-104
541
$127K 0.01%
974
+213
542
$127K 0.01%
3,200
-1,545
543
$126K 0.01%
9,900
+8,900
544
$126K 0.01%
1,616
-140
545
$125K 0.01%
795
+5
546
$125K 0.01%
247
+38
547
$125K 0.01%
1,114
+914
548
$124K 0.01%
2,437
+89
549
$124K 0.01%
1,182
+292
550
$123K 0.01%
6,697
+1,630
20 21
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