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
726
$65K 0.01%
1,740
-314
727
$65K 0.01%
3,118
728
$65K 0.01%
821
+673
729
$64K 0.01%
+3,750
730
$63K 0.01%
1,138
+31
731
$63K 0.01%
829
+627
732
$63K 0.01%
1,465
-286
733
$63K 0.01%
694
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734
$63K 0.01%
380
-10
735
$63K 0.01%
2,436
736
$63K 0.01%
2,050
737
$62K 0.01%
670
-23
738
$62K 0.01%
4,020
+3,283
739
$62K 0.01%
630
+256
740
$62K 0.01%
5,255
+3,955
741
$62K 0.01%
4,818
742
$62K 0.01%
600
743
$61K 0.01%
2,742
744
$61K 0.01%
869
745
$61K 0.01%
4,414
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746
$61K 0.01%
2,944
-725
747
$61K 0.01%
733
+1
748
$60K 0.01%
1,100
749
$60K 0.01%
2,000
750
$60K 0.01%
3,379
-89
28 29
30
31 32