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
601
$103K 0.01%
1,370
+8
602
$103K 0.01%
6,285
+2,276
603
$102K 0.01%
62
604
$102K 0.01%
1,830
+1,580
605
$101K 0.01%
3,025
-3,211
606
$101K 0.01%
576
+159
607
$101K 0.01%
+30
608
$101K 0.01%
3,248
-804
609
$101K 0.01%
1,696
+1,380
610
$100K 0.01%
819
+92
611
$100K 0.01%
5,640
-700
612
$100K 0.01%
842
+63
613
$98K 0.01%
2,720
+975
614
$98K 0.01%
3,345
615
$97K 0.01%
1,291
+3
616
$97K 0.01%
415
-58
617
$96K 0.01%
1,282
618
$96K 0.01%
1,873
-160
619
$96K 0.01%
6,087
+6,065
620
$96K 0.01%
1,673
-162
621
$96K 0.01%
426
+130
622
$95K 0.01%
7,377
+6,791
623
$95K 0.01%
5,158
+208
624
$95K 0.01%
11,511
625
$95K 0.01%
2,729
-7,212
23 24
25
26 27