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
1176
$12K ﹤0.01%
+301
1177
$12K ﹤0.01%
665
1178
$12K ﹤0.01%
500
1179
$12K ﹤0.01%
742
1180
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+500
1181
$12K ﹤0.01%
1,732
1182
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318
-3
1183
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120
1184
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900
+400
1185
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229
+102
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$12K ﹤0.01%
392
1187
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100
1188
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+300
1189
$11K ﹤0.01%
+258
1190
$11K ﹤0.01%
100
1191
$11K ﹤0.01%
80
1192
$11K ﹤0.01%
274
-12
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1194
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1195
$11K ﹤0.01%
371
1196
$11K ﹤0.01%
102
+4
1197
$11K ﹤0.01%
1,000
-400
1198
$11K ﹤0.01%
70
-23
1199
$11K ﹤0.01%
1,500
1200
$11K ﹤0.01%
120
46 47
48
49 50