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
1126
$15K ﹤0.01%
55
1127
$15K ﹤0.01%
5,291
1128
$15K ﹤0.01%
283
-198
1129
$15K ﹤0.01%
2,000
1130
$15K ﹤0.01%
150
+50
1131
$15K ﹤0.01%
350
-200
1132
$15K ﹤0.01%
87
1133
$15K ﹤0.01%
+433
1134
$15K ﹤0.01%
+1,300
1135
$15K ﹤0.01%
1,000
1136
$14K ﹤0.01%
200
1137
$14K ﹤0.01%
+1,100
1138
$14K ﹤0.01%
300
1139
$14K ﹤0.01%
+105
1140
$14K ﹤0.01%
1,278
1141
$14K ﹤0.01%
333
1142
$14K ﹤0.01%
561
1143
$14K ﹤0.01%
363
1144
$14K ﹤0.01%
145
1145
$14K ﹤0.01%
900
1146
$14K ﹤0.01%
125
1147
$14K ﹤0.01%
86
1148
$14K ﹤0.01%
+227
1149
$14K ﹤0.01%
650
1150
$14K ﹤0.01%
+1,000
44 45
46
47 48