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
1151
$13K ﹤0.01%
+700
1152
$13K ﹤0.01%
407
+7
1153
$13K ﹤0.01%
272
-1,590
1154
$13K ﹤0.01%
400
1155
$13K ﹤0.01%
470
1156
$13K ﹤0.01%
+1,072
1157
$13K ﹤0.01%
+400
1158
$13K ﹤0.01%
593
-345
1159
$13K ﹤0.01%
+91
1160
$13K ﹤0.01%
263
1161
$13K ﹤0.01%
192
+114
1162
$13K ﹤0.01%
412
-1,000
1163
$13K ﹤0.01%
2,100
1164
$13K ﹤0.01%
212
+4
1165
$13K ﹤0.01%
390
1166
$13K ﹤0.01%
538
-13
1167
$12K ﹤0.01%
2,000
1168
$12K ﹤0.01%
692
1169
$12K ﹤0.01%
1,512
1170
$12K ﹤0.01%
+471
1171
$12K ﹤0.01%
352
1172
$12K ﹤0.01%
196
1173
$12K ﹤0.01%
319
-7,616
1174
$12K ﹤0.01%
720
-56
1175
$12K ﹤0.01%
576
+15
45 46
47
48 49