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
1526
$2K ﹤0.01%
62
-24
1527
$2K ﹤0.01%
+82
1528
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53
-4
1529
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24
+7
1530
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40
1531
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49
-2,294
1532
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22
1533
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45
1534
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27
1535
– –
0
1536
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3
1537
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55
1538
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68
1539
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235
1540
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50
1541
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12
1542
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16
1543
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+200
1544
$2K ﹤0.01%
13
-463
1545
$2K ﹤0.01%
25
1546
$1K ﹤0.01%
25
1547
$1K ﹤0.01%
9
1548
$1K ﹤0.01%
400
1549
$1K ﹤0.01%
23
1550
$1K ﹤0.01%
63
60 61
62
63 64