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
1426
$4K ﹤0.01%
+60
1427
$4K ﹤0.01%
+53
1428
$4K ﹤0.01%
+16
1429
$4K ﹤0.01%
+102
1430
$4K ﹤0.01%
53
-23
1431
$4K ﹤0.01%
7
1432
$4K ﹤0.01%
+77
1433
$4K ﹤0.01%
186
+83
1434
$4K ﹤0.01%
1,100
1435
$4K ﹤0.01%
54
1436
$4K ﹤0.01%
215
+1
1437
$4K ﹤0.01%
133
1438
$4K ﹤0.01%
60
1439
$4K ﹤0.01%
131
-77
1440
$4K ﹤0.01%
150
1441
$3K ﹤0.01%
+18
1442
$3K ﹤0.01%
+75
1443
$3K ﹤0.01%
473
+3
1444
$3K ﹤0.01%
193
+81
1445
$3K ﹤0.01%
111
1446
$3K ﹤0.01%
+16
1447
$3K ﹤0.01%
100
1448
$3K ﹤0.01%
+22
1449
$3K ﹤0.01%
+25
1450
$3K ﹤0.01%
206
56 57
58
59 60