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
901
$36K ﹤0.01%
1,964
-2,311
902
$36K ﹤0.01%
1,158
-901
903
$36K ﹤0.01%
820
+165
904
$36K ﹤0.01%
852
905
$36K ﹤0.01%
319
-42
906
$35K ﹤0.01%
870
+120
907
$35K ﹤0.01%
398
+185
908
$35K ﹤0.01%
660
909
$35K ﹤0.01%
904
-300
910
$35K ﹤0.01%
4,000
-250
911
$35K ﹤0.01%
505
+72
912
$35K ﹤0.01%
240
913
$35K ﹤0.01%
564
914
$35K ﹤0.01%
551
+9
915
$35K ﹤0.01%
8,134
+2,488
916
$34K ﹤0.01%
275
917
$34K ﹤0.01%
858
-52
918
$34K ﹤0.01%
908
919
$34K ﹤0.01%
540
+2
920
$34K ﹤0.01%
990
921
$34K ﹤0.01%
1,150
922
$34K ﹤0.01%
612
+43
923
$34K ﹤0.01%
3,301
924
$34K ﹤0.01%
270
925
$34K ﹤0.01%
1,400
35 36
37
38 39