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
1026
$22K ﹤0.01%
268
+68
1027
$22K ﹤0.01%
870
1028
$22K ﹤0.01%
1,514
1029
$22K ﹤0.01%
2,360
1030
$22K ﹤0.01%
123
1031
$21K ﹤0.01%
1,500
1032
$21K ﹤0.01%
+2,500
1033
$21K ﹤0.01%
823
+123
1034
$21K ﹤0.01%
1,856
+34
1035
$21K ﹤0.01%
393
-50
1036
$21K ﹤0.01%
215
-24
1037
$21K ﹤0.01%
3,186
+84
1038
$21K ﹤0.01%
185
+1
1039
$21K ﹤0.01%
1,461
-752
1040
$21K ﹤0.01%
667
1041
$21K ﹤0.01%
557
1042
$20K ﹤0.01%
290
1043
$20K ﹤0.01%
481
-59
1044
$20K ﹤0.01%
276
1045
$20K ﹤0.01%
140
1046
$20K ﹤0.01%
839
1047
$20K ﹤0.01%
2,140
1048
$20K ﹤0.01%
+1,050
1049
$20K ﹤0.01%
+1,000
1050
$20K ﹤0.01%
791
40 41
42
43 44