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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
+$12M
2
+$6.53M
3
+$5.76M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.35M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.3M

Top Sells

1
+$3.15M
2
+$2.4M
3
+$2.29M
4
CAT icon
Caterpillar
CAT
+$2.11M
5
NVDA icon
NVIDIA
NVDA
+$1.83M

Sector Composition

1 Healthcare 6.2%
2 Technology 5.74%
3 Industrials 5.38%
4 Financials 4.37%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$3K ﹤0.01%
16
-28
1477
$3K ﹤0.01%
1,300
1478
$3K ﹤0.01%
+41
1479
$3K ﹤0.01%
400
1480
$3K ﹤0.01%
+200
1481
$3K ﹤0.01%
100
1482
$3K ﹤0.01%
62
1483
$3K ﹤0.01%
49
-400
1484
$3K ﹤0.01%
+135
1485
$3K ﹤0.01%
111
1486
$3K ﹤0.01%
+16
1487
$3K ﹤0.01%
100
1488
$3K ﹤0.01%
+22
1489
$3K ﹤0.01%
+25
1490
$3K ﹤0.01%
206
1491
$3K ﹤0.01%
80
1492
$3K ﹤0.01%
210
+195
1493
$3K ﹤0.01%
152
+20
1494
$3K ﹤0.01%
80
-19
1495
$3K ﹤0.01%
200
1496
$2K ﹤0.01%
50
1497
$2K ﹤0.01%
61
-35
1498
$2K ﹤0.01%
38
1499
$2K ﹤0.01%
+100
1500
$2K ﹤0.01%
+345
58 59
60
61 62