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
976
$27K ﹤0.01%
99
977
$26K ﹤0.01%
858
-389
978
$26K ﹤0.01%
554
979
$26K ﹤0.01%
3,182
980
$26K ﹤0.01%
344
+1
981
$26K ﹤0.01%
988
-30
982
$26K ﹤0.01%
766
-11,742
983
$26K ﹤0.01%
564
984
$26K ﹤0.01%
113
+1
985
$26K ﹤0.01%
10,080
986
$26K ﹤0.01%
1,170
+22
987
$25K ﹤0.01%
+420
988
$25K ﹤0.01%
147
+27
989
$25K ﹤0.01%
1,700
+350
990
$25K ﹤0.01%
631
+34
991
$25K ﹤0.01%
1,700
992
$25K ﹤0.01%
390
+4
993
$25K ﹤0.01%
+1,200
994
$25K ﹤0.01%
177
995
$25K ﹤0.01%
1,150
-1
996
$25K ﹤0.01%
497
997
$25K ﹤0.01%
150
998
$25K ﹤0.01%
81
+4
999
$25K ﹤0.01%
320
-297
1000
$25K ﹤0.01%
463
38 39
40
41 42