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
1251
$9K ﹤0.01%
+110
1252
$9K ﹤0.01%
+288
1253
$9K ﹤0.01%
249
1254
$9K ﹤0.01%
155
1255
$9K ﹤0.01%
100
1256
$9K ﹤0.01%
169
1257
$9K ﹤0.01%
740
1258
$9K ﹤0.01%
177
+1
1259
$9K ﹤0.01%
550
+437
1260
$9K ﹤0.01%
180
1261
$9K ﹤0.01%
300
1262
$9K ﹤0.01%
+231
1263
$9K ﹤0.01%
120
-129
1264
$9K ﹤0.01%
140
1265
$9K ﹤0.01%
8,200
1266
$9K ﹤0.01%
300
1267
$8K ﹤0.01%
66
1268
$8K ﹤0.01%
150
1269
$8K ﹤0.01%
100
-825
1270
$8K ﹤0.01%
2,000
1271
$8K ﹤0.01%
371
1272
$8K ﹤0.01%
155
-245
1273
$8K ﹤0.01%
352
-200
1274
$8K ﹤0.01%
+117
1275
$8K ﹤0.01%
681
49 50
51
52 53