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 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
1301
$7K ﹤0.01%
407
+400
1302
$7K ﹤0.01%
+204
1303
$7K ﹤0.01%
333
1304
$7K ﹤0.01%
500
1305
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162
1306
$7K ﹤0.01%
224
-77
1307
$7K ﹤0.01%
286
1308
$7K ﹤0.01%
+110
1309
$7K ﹤0.01%
113
1310
$7K ﹤0.01%
+415
1311
$7K ﹤0.01%
388
1312
$7K ﹤0.01%
187
1313
$7K ﹤0.01%
303
1314
$7K ﹤0.01%
1,000
1315
$7K ﹤0.01%
546
1316
$7K ﹤0.01%
+185
1317
$7K ﹤0.01%
+500
1318
$7K ﹤0.01%
311
1319
$7K ﹤0.01%
50
1320
$7K ﹤0.01%
69
1321
$7K ﹤0.01%
63
1322
$7K ﹤0.01%
+258
1323
$7K ﹤0.01%
300
1324
$7K ﹤0.01%
412
1325
$7K ﹤0.01%
172