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
551
$123K 0.01%
2,450
+958
552
$122K 0.01%
1,279
+296
553
$121K 0.01%
2,339
+102
554
$121K 0.01%
2,403
555
$120K 0.01%
1,400
556
$119K 0.01%
1,248
557
$119K 0.01%
900
-1,808
558
$118K 0.01%
2,544
-922
559
$117K 0.01%
5,378
-2,330
560
$117K 0.01%
717
+257
561
$116K 0.01%
650
562
$116K 0.01%
902
+702
563
$116K 0.01%
624
-5
564
$116K 0.01%
1,342
+1
565
$115K 0.01%
4,696
+1,221
566
$115K 0.01%
7,682
-96
567
$114K 0.01%
1,027
+7
568
$113K 0.01%
777
+12
569
$113K 0.01%
6,223
+5,270
570
$113K 0.01%
1,896
-47
571
$113K 0.01%
1,597
+62
572
$112K 0.01%
1,852
+457
573
$112K 0.01%
2,152
574
$111K 0.01%
949
+300
575
$111K 0.01%
817
21 22
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