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
1451
$3K ﹤0.01%
80
1452
$3K ﹤0.01%
210
+195
1453
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152
+20
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80
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1456
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1457
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301
-152
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100
1459
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+23
1460
$3K ﹤0.01%
+83
1461
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15
+1
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$3K ﹤0.01%
250
1463
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16
-106
1464
$3K ﹤0.01%
92
1465
$3K ﹤0.01%
700
1466
$3K ﹤0.01%
+104
1467
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1468
$3K ﹤0.01%
503
+121
1469
$3K ﹤0.01%
60
1470
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430
1471
$3K ﹤0.01%
100
1472
$3K ﹤0.01%
200
1473
$3K ﹤0.01%
357
1474
$3K ﹤0.01%
66
+1
1475
$3K ﹤0.01%
737
57 58
59
60 61