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
826
$46K 0.01%
2,014
827
$46K 0.01%
1,430
+4
828
$45K 0.01%
446
+1
829
$45K 0.01%
695
+2
830
$45K 0.01%
6,907
+5,507
831
$45K 0.01%
1,500
832
$44K ﹤0.01%
744
-28
833
$44K ﹤0.01%
714
834
$44K ﹤0.01%
439
835
$44K ﹤0.01%
3,500
-5,900
836
$44K ﹤0.01%
665
+128
837
$44K ﹤0.01%
1,000
838
$43K ﹤0.01%
1,294
839
$43K ﹤0.01%
137
840
$43K ﹤0.01%
480
841
$43K ﹤0.01%
934
+762
842
$43K ﹤0.01%
367
+157
843
$43K ﹤0.01%
4,423
844
$43K ﹤0.01%
1,560
845
$43K ﹤0.01%
1,645
-255
846
$43K ﹤0.01%
2,291
-69
847
$43K ﹤0.01%
+1,439
848
$42K ﹤0.01%
385
+177
849
$42K ﹤0.01%
312
-70
850
$42K ﹤0.01%
2,100
-414
32 33
34
35 36