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
801
$50K 0.01%
618
+568
802
$50K 0.01%
1,431
+77
803
$49K 0.01%
4,700
804
$49K 0.01%
2,400
805
$49K 0.01%
1,900
806
$49K 0.01%
2,300
+1,820
807
$49K 0.01%
1,915
808
$48K 0.01%
1,000
+24
809
$48K 0.01%
1,100
-600
810
$48K 0.01%
718
811
$48K 0.01%
1,067
812
$48K 0.01%
966
-36
813
$48K 0.01%
456
-300
814
$48K 0.01%
3,000
815
$48K 0.01%
440
816
$47K 0.01%
1,136
-425
817
$47K 0.01%
2,744
+1,920
818
$47K 0.01%
515
-325
819
$47K 0.01%
7,500
820
$47K 0.01%
2,150
821
$47K 0.01%
18,500
+13,500
822
$47K 0.01%
1,176
823
$47K 0.01%
1,150
824
$46K 0.01%
522
-120
825
$46K 0.01%
115
+83
31 32
33
34 35