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
1476
$3K ﹤0.01%
+10
1477
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500
1478
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+21
1479
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500
1480
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105
1481
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60
1482
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9
1483
$3K ﹤0.01%
+12
1484
$3K ﹤0.01%
1,000
1485
$3K ﹤0.01%
35
1486
$3K ﹤0.01%
+200
1487
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100
1488
$3K ﹤0.01%
+125
1489
$3K ﹤0.01%
16
-28
1490
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1,300
1491
$3K ﹤0.01%
+41
1492
$3K ﹤0.01%
400
1493
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62
1494
$3K ﹤0.01%
49
-400
1495
$3K ﹤0.01%
+135
1496
$2K ﹤0.01%
+40
1497
$2K ﹤0.01%
18
1498
$2K ﹤0.01%
11
1499
$2K ﹤0.01%
50
1500
$2K ﹤0.01%
61
-35
58 59
60
61 62