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
701
$71K 0.01%
1,585
-112
702
$71K 0.01%
750
703
$70K 0.01%
1,780
+1,280
704
$70K 0.01%
872
+117
705
$70K 0.01%
3,084
+54
706
$70K 0.01%
1,430
+15
707
$69K 0.01%
2,046
708
$69K 0.01%
3,340
+1,039
709
$69K 0.01%
1,275
710
$68K 0.01%
2,045
711
$68K 0.01%
2,700
712
$67K 0.01%
1,300
713
$67K 0.01%
1,427
714
$67K 0.01%
+3,311
715
$67K 0.01%
2,536
716
$66K 0.01%
1,611
+2
717
$66K 0.01%
1,098
718
$66K 0.01%
359
+18
719
$66K 0.01%
2,176
720
$66K 0.01%
2,700
+2,200
721
$66K 0.01%
+2,340
722
$66K 0.01%
3,255
723
$65K 0.01%
3,000
724
$65K 0.01%
1,204
725
$65K 0.01%
400
+65
27 28
29
30 31