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
926
$33K ﹤0.01%
672
927
$33K ﹤0.01%
395
928
$33K ﹤0.01%
1,350
-30
929
$33K ﹤0.01%
1,087
930
$33K ﹤0.01%
224
+134
931
$33K ﹤0.01%
2,242
932
$33K ﹤0.01%
1,300
933
$32K ﹤0.01%
1,300
+192
934
$32K ﹤0.01%
89
935
$32K ﹤0.01%
+1,102
936
$32K ﹤0.01%
368
937
$32K ﹤0.01%
294
+161
938
$32K ﹤0.01%
325
939
$32K ﹤0.01%
+3,000
940
$31K ﹤0.01%
354
+130
941
$31K ﹤0.01%
2,400
942
$31K ﹤0.01%
+537
943
$31K ﹤0.01%
1,182
+1,169
944
$31K ﹤0.01%
792
+9
945
$31K ﹤0.01%
728
946
$31K ﹤0.01%
339
947
$31K ﹤0.01%
13,054
948
$31K ﹤0.01%
+1,533
949
$31K ﹤0.01%
128
-25
950
$31K ﹤0.01%
+1,900
36 37
38
39 40