AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$12M
2
+$6.53M
3
+$5.76M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.35M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.3M

Top Sells

1
+$3.15M
2
+$2.4M
3
+$2.29M
4
CAT icon
Caterpillar
CAT
+$2.11M
5
NVDA icon
NVIDIA
NVDA
+$1.83M

Sector Composition

1 Healthcare 6.2%
2 Technology 5.74%
3 Industrials 5.38%
4 Financials 4.37%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$10K ﹤0.01%
415
1227
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145
+20
1228
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90
1229
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86
-25
1230
$10K ﹤0.01%
1,327
1231
$10K ﹤0.01%
+300
1232
$10K ﹤0.01%
490
1233
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437
+94
1234
$10K ﹤0.01%
500
1235
$10K ﹤0.01%
169
1236
$10K ﹤0.01%
106
1237
$10K ﹤0.01%
604
1238
$10K ﹤0.01%
+94
1239
$10K ﹤0.01%
300
1240
$10K ﹤0.01%
300
1241
$10K ﹤0.01%
245
1242
$10K ﹤0.01%
+90
1243
$10K ﹤0.01%
350
1244
$10K ﹤0.01%
+287
1245
$10K ﹤0.01%
+329
1246
$9K ﹤0.01%
8,200
1247
$9K ﹤0.01%
155
1248
$9K ﹤0.01%
100
1249
$9K ﹤0.01%
169
1250
$9K ﹤0.01%
740
48 49
50
51 52