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
1051
$20K ﹤0.01%
790
-687
1052
$19K ﹤0.01%
+249
1053
$19K ﹤0.01%
423
-48
1054
$19K ﹤0.01%
2,500
1055
$19K ﹤0.01%
572
-58
1056
$19K ﹤0.01%
716
1057
$19K ﹤0.01%
+784
1058
$19K ﹤0.01%
1,233
+800
1059
$19K ﹤0.01%
300
1060
$19K ﹤0.01%
364
+1
1061
$19K ﹤0.01%
261
-190
1062
$19K ﹤0.01%
739
+14
1063
$19K ﹤0.01%
8,500
1064
$19K ﹤0.01%
376
1065
$19K ﹤0.01%
115
-182
1066
$18K ﹤0.01%
3,017
1067
$18K ﹤0.01%
447
1068
$18K ﹤0.01%
259
1069
$18K ﹤0.01%
676
-50
1070
$18K ﹤0.01%
107
1071
$18K ﹤0.01%
187
1072
$18K ﹤0.01%
567
1073
$18K ﹤0.01%
135
-47
1074
$18K ﹤0.01%
317
+109
1075
$18K ﹤0.01%
220
41 42
43
44 45