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
1376
$5K ﹤0.01%
+100
1377
$5K ﹤0.01%
+195
1378
$5K ﹤0.01%
398
1379
$5K ﹤0.01%
107
1380
$5K ﹤0.01%
250
1381
$5K ﹤0.01%
2,685
+4
1382
$5K ﹤0.01%
49
+44
1383
$5K ﹤0.01%
400
1384
$5K ﹤0.01%
147
+1
1385
$5K ﹤0.01%
50
1386
$5K ﹤0.01%
+146
1387
$5K ﹤0.01%
500
1388
$5K ﹤0.01%
99
1389
$5K ﹤0.01%
84
1390
$5K ﹤0.01%
92
-78
1391
$5K ﹤0.01%
+23
1392
$5K ﹤0.01%
97
+63
1393
$5K ﹤0.01%
237
+227
1394
$5K ﹤0.01%
300
-4,855
1395
$5K ﹤0.01%
100
1396
$5K ﹤0.01%
+75
1397
$5K ﹤0.01%
54
1398
$5K ﹤0.01%
+124
1399
$5K ﹤0.01%
100
1400
$5K ﹤0.01%
300
54 55
56
57 58