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
776
$55K 0.01%
936
-14
777
$55K 0.01%
170
+50
778
$55K 0.01%
460
779
$55K 0.01%
1,553
780
$55K 0.01%
2,208
-32,821
781
$54K 0.01%
1,167
782
$54K 0.01%
4,940
783
$54K 0.01%
8,800
784
$53K 0.01%
965
+373
785
$53K 0.01%
620
786
$53K 0.01%
2,970
+710
787
$52K 0.01%
1,719
788
$52K 0.01%
1,083
+105
789
$52K 0.01%
+930
790
$52K 0.01%
1,651
-200
791
$52K 0.01%
433
792
$52K 0.01%
2,078
+700
793
$51K 0.01%
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-18
794
$51K 0.01%
1,272
+552
795
$51K 0.01%
1,580
+130
796
$51K 0.01%
1,000
797
$51K 0.01%
1,742
+617
798
$51K 0.01%
445
-16
799
$50K 0.01%
3,048
+2,004
800
$50K 0.01%
+4,500
30 31
32
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