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
851
$42K ﹤0.01%
835
+4
852
$42K ﹤0.01%
473
853
$42K ﹤0.01%
4,000
854
$42K ﹤0.01%
2,744
+16
855
$42K ﹤0.01%
873
-62
856
$42K ﹤0.01%
250
-250
857
$42K ﹤0.01%
1,620
858
$41K ﹤0.01%
210
+74
859
$41K ﹤0.01%
1,024
860
$41K ﹤0.01%
373
861
$41K ﹤0.01%
489
+1
862
$41K ﹤0.01%
+4,017
863
$41K ﹤0.01%
2,000
864
$41K ﹤0.01%
456
+150
865
$41K ﹤0.01%
+3,300
866
$40K ﹤0.01%
294
+29
867
$40K ﹤0.01%
398
868
$40K ﹤0.01%
247
869
$40K ﹤0.01%
294
+208
870
$40K ﹤0.01%
404
871
$40K ﹤0.01%
12,220
872
$39K ﹤0.01%
1,000
873
$39K ﹤0.01%
+850
874
$39K ﹤0.01%
387
+30
875
$39K ﹤0.01%
520
+3
33 34
35
36 37