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
676
$78K 0.01%
2,000
677
$77K 0.01%
600
678
$77K 0.01%
1,513
679
$77K 0.01%
2,614
+909
680
$77K 0.01%
920
681
$77K 0.01%
1,640
682
$76K 0.01%
370
683
$76K 0.01%
5,200
684
$75K 0.01%
1,676
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685
$75K 0.01%
1,131
-390
686
$75K 0.01%
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687
$75K 0.01%
1,832
+1,252
688
$74K 0.01%
2,966
689
$74K 0.01%
+5,277
690
$74K 0.01%
928
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691
$74K 0.01%
510
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692
$73K 0.01%
3,984
+3,684
693
$73K 0.01%
1,346
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$72K 0.01%
5,120
+1,690
695
$72K 0.01%
1,955
696
$71K 0.01%
1,546
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697
$71K 0.01%
582
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698
$71K 0.01%
+6,065
699
$71K 0.01%
1,660
700
$71K 0.01%
347
+67
26 27
28
29 30