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
1001
$25K ﹤0.01%
180
1002
$24K ﹤0.01%
158
1003
$24K ﹤0.01%
2,000
1004
$24K ﹤0.01%
2,516
1005
$24K ﹤0.01%
916
+91
1006
$24K ﹤0.01%
600
1007
$24K ﹤0.01%
710
-2,595
1008
$24K ﹤0.01%
193
-13
1009
$24K ﹤0.01%
113
+59
1010
$24K ﹤0.01%
+2,550
1011
$24K ﹤0.01%
910
+200
1012
$23K ﹤0.01%
+400
1013
$23K ﹤0.01%
1,392
-944
1014
$23K ﹤0.01%
172
1015
$23K ﹤0.01%
1,500
1016
$23K ﹤0.01%
+302
1017
$23K ﹤0.01%
186
-229
1018
$23K ﹤0.01%
234
1019
$23K ﹤0.01%
900
1020
$23K ﹤0.01%
400
1021
$23K ﹤0.01%
1,750
-250
1022
$23K ﹤0.01%
992
1023
$23K ﹤0.01%
394
1024
$22K ﹤0.01%
613
+7
1025
$22K ﹤0.01%
122
+2
39 40
41
42 43