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
1226
$10K ﹤0.01%
+300
1227
$10K ﹤0.01%
490
1228
$10K ﹤0.01%
437
+94
1229
$10K ﹤0.01%
500
1230
$10K ﹤0.01%
169
1231
$10K ﹤0.01%
106
1232
$10K ﹤0.01%
604
1233
$10K ﹤0.01%
+94
1234
$10K ﹤0.01%
300
1235
$10K ﹤0.01%
300
1236
$10K ﹤0.01%
245
1237
$10K ﹤0.01%
289
-7
1238
$10K ﹤0.01%
975
1239
$10K ﹤0.01%
1,000
1240
$10K ﹤0.01%
538
1241
$10K ﹤0.01%
70
-78
1242
$10K ﹤0.01%
+90
1243
$10K ﹤0.01%
350
1244
$10K ﹤0.01%
+287
1245
$10K ﹤0.01%
+329
1246
$9K ﹤0.01%
204
+182
1247
$9K ﹤0.01%
200
-230
1248
$9K ﹤0.01%
+966
1249
$9K ﹤0.01%
100
1250
$9K ﹤0.01%
400
+300
48 49
50
51 52