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
876
$39K ﹤0.01%
264
877
$39K ﹤0.01%
764
+1
878
$39K ﹤0.01%
500
879
$39K ﹤0.01%
893
-41
880
$39K ﹤0.01%
1,018
+13
881
$38K ﹤0.01%
417
-84
882
$38K ﹤0.01%
201
883
$38K ﹤0.01%
1,413
+831
884
$38K ﹤0.01%
311
885
$38K ﹤0.01%
226
+195
886
$38K ﹤0.01%
2,635
887
$38K ﹤0.01%
+2,400
888
$37K ﹤0.01%
328
889
$37K ﹤0.01%
2,000
890
$37K ﹤0.01%
1,000
891
$37K ﹤0.01%
550
892
$37K ﹤0.01%
340
+332
893
$37K ﹤0.01%
1,459
894
$37K ﹤0.01%
1,017
895
$37K ﹤0.01%
2,500
896
$37K ﹤0.01%
1,354
+160
897
$37K ﹤0.01%
294
+141
898
$37K ﹤0.01%
632
+331
899
$37K ﹤0.01%
1,465
900
$36K ﹤0.01%
607
34 35
36
37 38