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
951
$30K ﹤0.01%
+150
952
$30K ﹤0.01%
512
-59
953
$30K ﹤0.01%
+2,000
954
$29K ﹤0.01%
625
955
$29K ﹤0.01%
1,098
-315
956
$29K ﹤0.01%
+183
957
$29K ﹤0.01%
300
958
$29K ﹤0.01%
+545
959
$29K ﹤0.01%
492
+249
960
$29K ﹤0.01%
900
+400
961
$29K ﹤0.01%
420
962
$29K ﹤0.01%
600
963
$29K ﹤0.01%
1,174
+1
964
$29K ﹤0.01%
864
+174
965
$29K ﹤0.01%
677
+193
966
$28K ﹤0.01%
609
+81
967
$28K ﹤0.01%
2,090
968
$28K ﹤0.01%
1,532
+1,007
969
$28K ﹤0.01%
1,250
970
$28K ﹤0.01%
1,160
+22
971
$28K ﹤0.01%
345
972
$28K ﹤0.01%
1,402
-97
973
$27K ﹤0.01%
627
+27
974
$27K ﹤0.01%
300
975
$27K ﹤0.01%
730
-7
37 38
39
40 41