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
1101
$17K ﹤0.01%
134
+71
1102
$16K ﹤0.01%
494
+490
1103
$16K ﹤0.01%
1,238
1104
$16K ﹤0.01%
465
+460
1105
$16K ﹤0.01%
457
+1
1106
$16K ﹤0.01%
+587
1107
$16K ﹤0.01%
230
1108
$16K ﹤0.01%
1,000
1109
$16K ﹤0.01%
648
1110
$16K ﹤0.01%
355
1111
$16K ﹤0.01%
1,500
1112
$16K ﹤0.01%
2,301
+28
1113
$16K ﹤0.01%
96
-18
1114
$16K ﹤0.01%
1,202
+202
1115
$16K ﹤0.01%
364
1116
$16K ﹤0.01%
226
1117
$16K ﹤0.01%
1,000
1118
$16K ﹤0.01%
272
-210
1119
$16K ﹤0.01%
1,400
1120
$15K ﹤0.01%
95
+20
1121
$15K ﹤0.01%
74
+19
1122
$15K ﹤0.01%
658
-465
1123
$15K ﹤0.01%
631
+456
1124
$15K ﹤0.01%
280
+88
1125
$15K ﹤0.01%
1,200
43 44
45
46 47