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
1276
$8K ﹤0.01%
650
1277
$8K ﹤0.01%
+108
1278
$8K ﹤0.01%
365
1279
$8K ﹤0.01%
+100
1280
$8K ﹤0.01%
490
+11
1281
$8K ﹤0.01%
115
+24
1282
$8K ﹤0.01%
1,232
+1,200
1283
$8K ﹤0.01%
66
1284
$8K ﹤0.01%
+170
1285
$8K ﹤0.01%
50
1286
$8K ﹤0.01%
370
-90
1287
$8K ﹤0.01%
61
-30
1288
$8K ﹤0.01%
53
1289
$8K ﹤0.01%
124
1290
$8K ﹤0.01%
58
1291
$8K ﹤0.01%
+143
1292
$8K ﹤0.01%
200
1293
$8K ﹤0.01%
318
1294
$8K ﹤0.01%
119
1295
$8K ﹤0.01%
454
1296
$8K ﹤0.01%
+50
1297
$7K ﹤0.01%
+523
1298
$7K ﹤0.01%
+130
1299
$7K ﹤0.01%
+673
1300
$7K ﹤0.01%
141
+1
50 51
52
53 54