AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1376
$5K ﹤0.01%
100
1377
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101
1378
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+100
1379
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1380
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398
1381
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107
1382
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250
1383
$5K ﹤0.01%
2,685
+4
1384
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49
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1385
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400
1386
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147
+1
1387
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50
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+146
1389
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500
1390
$5K ﹤0.01%
99
1391
$5K ﹤0.01%
84
1392
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92
-78
1393
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1394
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97
+63
1395
$5K ﹤0.01%
237
+227
1396
$5K ﹤0.01%
300
-4,855
1397
$5K ﹤0.01%
+75
1398
$5K ﹤0.01%
54
1399
$5K ﹤0.01%
+124
1400
$5K ﹤0.01%
100
54 55
56
57 58