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
76
$2.7M 0.3%
106,652
+16,354
77
$2.69M 0.3%
27,484
-2,981
78
$2.63M 0.29%
50,210
-2,042
79
$2.62M 0.29%
47,817
-46
80
$2.6M 0.29%
67,245
+3,996
81
$2.58M 0.29%
87,315
+432
82
$2.56M 0.28%
89,070
+12,248
83
$2.54M 0.28%
50,479
+21,989
84
$2.53M 0.28%
49,709
+2,904
85
$2.43M 0.27%
90,044
+2,793
86
$2.42M 0.27%
51,061
+3,700
87
$2.39M 0.26%
77,951
+2,497
88
$2.33M 0.26%
10,949
+2,242
89
$2.31M 0.26%
40,768
+8,496
90
$2.3M 0.25%
87,590
+19,123
91
$2.26M 0.25%
28,322
+6,002
92
$2.26M 0.25%
47,689
+9,874
93
$2.26M 0.25%
52,481
-6,704
94
$2.2M 0.24%
45,983
+6,197
95
$2.2M 0.24%
26,139
+1,385
96
$2.16M 0.24%
15,459
-645
97
$2.13M 0.24%
19,717
-4,806
98
$2.12M 0.23%
24,437
+465
99
$2.11M 0.23%
72,810
+2,771
100
$2.08M 0.23%
22,416
-8,864
2 3
4
5 6