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
626
$95K 0.01%
1,120
-95
627
$94K 0.01%
4,165
-143
628
$94K 0.01%
6,300
629
$94K 0.01%
2,302
+1,302
630
$93K 0.01%
860
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631
$93K 0.01%
1,604
+1,069
632
$92K 0.01%
1,825
633
$92K 0.01%
779
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634
$92K 0.01%
84
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635
$92K 0.01%
6,628
+2,751
636
$92K 0.01%
480
637
$91K 0.01%
+936
638
$91K 0.01%
2,388
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639
$90K 0.01%
3,664
-989
640
$90K 0.01%
1,210
641
$90K 0.01%
2,000
642
$90K 0.01%
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643
$89K 0.01%
5,400
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644
$89K 0.01%
427
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645
$88K 0.01%
5,745
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646
$87K 0.01%
1,080
-105
647
$87K 0.01%
6,200
648
$86K 0.01%
2,194
-15
649
$86K 0.01%
+16,970
650
$86K 0.01%
383
-75
24 25
26
27 28