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
1326
$7K ﹤0.01%
125
1327
$6K ﹤0.01%
100
1328
$6K ﹤0.01%
381
1329
$6K ﹤0.01%
337
1330
$6K ﹤0.01%
3,074
1331
$6K ﹤0.01%
1,470
1332
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215
+4
1333
$6K ﹤0.01%
+56
1334
$6K ﹤0.01%
517
1335
$6K ﹤0.01%
229
+32
1336
$6K ﹤0.01%
+108
1337
$6K ﹤0.01%
161
1338
$6K ﹤0.01%
203
+160
1339
$6K ﹤0.01%
397
1340
$6K ﹤0.01%
+113
1341
$6K ﹤0.01%
206
1342
$6K ﹤0.01%
+100
1343
$6K ﹤0.01%
+300
1344
$6K ﹤0.01%
167
1345
$6K ﹤0.01%
90
1346
$6K ﹤0.01%
+238
1347
$6K ﹤0.01%
+1,000
1348
$6K ﹤0.01%
+459
1349
$6K ﹤0.01%
+349
1350
$6K ﹤0.01%
408