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
1501
$2K ﹤0.01%
38
1502
$2K ﹤0.01%
+100
1503
$2K ﹤0.01%
+345
1504
$2K ﹤0.01%
176
1505
$2K ﹤0.01%
355
1506
$2K ﹤0.01%
86
1507
$2K ﹤0.01%
106
1508
$2K ﹤0.01%
18
1509
$2K ﹤0.01%
+56
1510
$2K ﹤0.01%
47
1511
$2K ﹤0.01%
26
1512
$2K ﹤0.01%
30
1513
$2K ﹤0.01%
27
1514
$2K ﹤0.01%
21
1515
$2K ﹤0.01%
96
-1,000
1516
$2K ﹤0.01%
153
1517
$2K ﹤0.01%
74
1518
$2K ﹤0.01%
+600
1519
$2K ﹤0.01%
73
1520
$2K ﹤0.01%
127
1521
$2K ﹤0.01%
29
1522
$2K ﹤0.01%
60
1523
$2K ﹤0.01%
17
1524
$2K ﹤0.01%
19
1525
$2K ﹤0.01%
35
59 60
61
62 63