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
1401
$5K ﹤0.01%
235
-4,165
1402
$5K ﹤0.01%
206
+5
1403
$5K ﹤0.01%
+134
1404
$5K ﹤0.01%
269
-53
1405
$5K ﹤0.01%
235
1406
$5K ﹤0.01%
80
1407
$5K ﹤0.01%
76
-29
1408
$5K ﹤0.01%
400
1409
$5K ﹤0.01%
2,000
1410
$5K ﹤0.01%
338
+2
1411
$5K ﹤0.01%
+700
1412
$5K ﹤0.01%
+49
1413
$5K ﹤0.01%
732
1414
$5K ﹤0.01%
604
-546
1415
$4K ﹤0.01%
4
1416
$4K ﹤0.01%
50
1417
$4K ﹤0.01%
178
1418
$4K ﹤0.01%
4
1419
$4K ﹤0.01%
+55
1420
$4K ﹤0.01%
+150
1421
$4K ﹤0.01%
95
1422
$4K ﹤0.01%
+12
1423
$4K ﹤0.01%
+188
1424
$4K ﹤0.01%
+122
1425
$4K ﹤0.01%
100
55 56
57
58 59