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
651
$86K 0.01%
4,405
+2,000
652
$86K 0.01%
1,657
+757
653
$85K 0.01%
5,461
654
$85K 0.01%
7,300
655
$85K 0.01%
1,689
656
$85K 0.01%
534
657
$84K 0.01%
4,195
+1,486
658
$84K 0.01%
2,405
+58
659
$84K 0.01%
5,459
+3,797
660
$84K 0.01%
1,540
-810
661
$84K 0.01%
423
662
$83K 0.01%
1,415
663
$82K 0.01%
1,000
664
$82K 0.01%
3,135
665
$81K 0.01%
1,159
+719
666
$81K 0.01%
980
+880
667
$80K 0.01%
+963
668
$80K 0.01%
+1,750
669
$80K 0.01%
2,738
+1,607
670
$80K 0.01%
674
-2,855
671
$80K 0.01%
285
672
$79K 0.01%
1,224
-98
673
$79K 0.01%
1,356
674
$78K 0.01%
+1,570
675
$78K 0.01%
1,318
+48
25 26
27
28 29