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
126
$1.53M 0.17%
41,487
+1,893
127
$1.51M 0.17%
64,759
-565
128
$1.51M 0.17%
28,946
-864
129
$1.48M 0.16%
40,758
+745
130
$1.46M 0.16%
24,932
+8,258
131
$1.44M 0.16%
34,869
-1,074
132
$1.41M 0.16%
75,270
-15,861
133
$1.4M 0.16%
26,667
-2,455
134
$1.39M 0.15%
7,461
+380
135
$1.39M 0.15%
9,653
-434
136
$1.36M 0.15%
15,593
+10
137
$1.36M 0.15%
54,561
+575
138
$1.35M 0.15%
46,469
+17,593
139
$1.34M 0.15%
30,274
-1,660
140
$1.31M 0.14%
12,987
+210
141
$1.31M 0.14%
9,905
+1,004
142
$1.3M 0.14%
21,869
-447
143
$1.29M 0.14%
7,994
+51
144
$1.28M 0.14%
66,118
+300
145
$1.25M 0.14%
10,583
+1,132
146
$1.25M 0.14%
15,310
+3
147
$1.25M 0.14%
9,518
-43
148
$1.25M 0.14%
65,505
+5,124
149
$1.24M 0.14%
8,228
-424
150
$1.24M 0.14%
44,430
-11,869
4 5
6
7 8