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
576
$111K 0.01%
4,226
+3,463
577
$111K 0.01%
1,710
+19
578
$110K 0.01%
606
579
$110K 0.01%
769
580
$109K 0.01%
2,520
+609
581
$109K 0.01%
+3,338
582
$108K 0.01%
556
+83
583
$108K 0.01%
3,389
+217
584
$108K 0.01%
2,150
+1,650
585
$108K 0.01%
3,485
-5,223
586
$108K 0.01%
1,978
-4,307
587
$107K 0.01%
1,849
+85
588
$107K 0.01%
7,600
+6,300
589
$107K 0.01%
9,122
-1,085
590
$107K 0.01%
+2,700
591
$106K 0.01%
2,969
+2,530
592
$105K 0.01%
1,686
593
$105K 0.01%
2,758
594
$105K 0.01%
2,935
595
$105K 0.01%
1,464
+359
596
$105K 0.01%
1,860
+507
597
$104K 0.01%
3,820
598
$104K 0.01%
2,085
+96
599
$104K 0.01%
8,100
-2,800
600
$103K 0.01%
55
+36
22 23
24
25 26