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
1201
$11K ﹤0.01%
300
1202
$11K ﹤0.01%
203
+1
1203
$11K ﹤0.01%
125
-775
1204
$11K ﹤0.01%
176
1205
$11K ﹤0.01%
279
1206
$11K ﹤0.01%
225
1207
$11K ﹤0.01%
500
1208
$11K ﹤0.01%
167
1209
$11K ﹤0.01%
137
1210
$11K ﹤0.01%
370
-42
1211
$11K ﹤0.01%
226
+7
1212
$11K ﹤0.01%
400
1213
$11K ﹤0.01%
567
1214
$10K ﹤0.01%
2,290
-82
1215
$10K ﹤0.01%
350
1216
$10K ﹤0.01%
+159
1217
$10K ﹤0.01%
237
1218
$10K ﹤0.01%
563
1219
$10K ﹤0.01%
770
1220
$10K ﹤0.01%
+214
1221
$10K ﹤0.01%
415
1222
$10K ﹤0.01%
145
+20
1223
$10K ﹤0.01%
90
1224
$10K ﹤0.01%
86
-25
1225
$10K ﹤0.01%
1,327
47 48
49
50 51