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
751
$60K 0.01%
+2,491
752
$59K 0.01%
1,036
753
$59K 0.01%
538
-81
754
$59K 0.01%
154
+81
755
$59K 0.01%
760
-8
756
$59K 0.01%
2,682
-271
757
$59K 0.01%
1,845
758
$59K 0.01%
953
+167
759
$59K 0.01%
2,305
760
$58K 0.01%
633
+257
761
$58K 0.01%
1,651
+763
762
$58K 0.01%
537
763
$58K 0.01%
748
764
$58K 0.01%
2,226
765
$57K 0.01%
1,008
+9
766
$57K 0.01%
2,460
767
$57K 0.01%
5,112
+46
768
$57K 0.01%
462
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769
$57K 0.01%
1,138
+24
770
$56K 0.01%
1,770
+500
771
$56K 0.01%
4,241
772
$56K 0.01%
2,330
+5
773
$56K 0.01%
1,680
+275
774
$56K 0.01%
+700
775
$55K 0.01%
2,119
-560
29 30
31
32 33