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
1076
$18K ﹤0.01%
111
-304
1077
$18K ﹤0.01%
1,439
1078
$18K ﹤0.01%
1,160
-136
1079
$18K ﹤0.01%
1,600
1080
$18K ﹤0.01%
3,486
1081
$17K ﹤0.01%
1,004
+164
1082
$17K ﹤0.01%
124
1083
$17K ﹤0.01%
3,000
1084
$17K ﹤0.01%
203
1085
$17K ﹤0.01%
450
+250
1086
$17K ﹤0.01%
+200
1087
$17K ﹤0.01%
550
1088
$17K ﹤0.01%
+445
1089
$17K ﹤0.01%
1,500
1090
$17K ﹤0.01%
689
1091
$17K ﹤0.01%
300
1092
$17K ﹤0.01%
3,814
1093
$17K ﹤0.01%
400
-4,118
1094
$17K ﹤0.01%
150
1095
$17K ﹤0.01%
266
1096
$17K ﹤0.01%
307
-605
1097
$17K ﹤0.01%
300
1098
$17K ﹤0.01%
81
-141
1099
$17K ﹤0.01%
197
+56
1100
$17K ﹤0.01%
2,300
42 43
44
45 46