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
51
$3.59M 0.4%
26,977
-25,451
52
$3.53M 0.39%
17,568
+1,445
53
$3.5M 0.39%
31,458
+8,732
54
$3.35M 0.37%
66,866
-7,576
55
$3.34M 0.37%
127,812
+37,310
56
$3.31M 0.37%
19,092
-3,514
57
$3.29M 0.36%
28,718
-4,650
58
$3.28M 0.36%
185,595
-8,706
59
$3.26M 0.36%
94,292
+19,129
60
$3.24M 0.36%
17,591
+444
61
$3.23M 0.36%
30,057
+8,135
62
$3.21M 0.36%
215,775
+8,745
63
$3.2M 0.35%
19,606
-425
64
$3.19M 0.35%
29,084
+531
65
$3.09M 0.34%
11,701
-279
66
$3.08M 0.34%
68,021
+35,441
67
$3.07M 0.34%
27,448
+4,283
68
$2.97M 0.33%
10,121
-331
69
$2.96M 0.33%
14,984
-370
70
$2.91M 0.32%
37,000
+681
71
$2.9M 0.32%
5,434
+485
72
$2.79M 0.31%
49,199
-5,519
73
$2.77M 0.31%
30,248
+3,631
74
$2.75M 0.3%
67,004
+7,183
75
$2.74M 0.3%
35,146
+12,634
1 2
3
4 5