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
1526
$2K ﹤0.01%
+82
1527
$2K ﹤0.01%
53
-4
1528
$2K ﹤0.01%
24
+7
1529
$2K ﹤0.01%
40
1530
$2K ﹤0.01%
49
-2,294
1531
$2K ﹤0.01%
22
1532
$2K ﹤0.01%
45
1533
$2K ﹤0.01%
27
1534
– –
0
1535
$2K ﹤0.01%
3
1536
$2K ﹤0.01%
55
1537
$2K ﹤0.01%
+40
1538
$2K ﹤0.01%
68
1539
$2K ﹤0.01%
235
1540
$2K ﹤0.01%
50
1541
$2K ﹤0.01%
12
1542
$2K ﹤0.01%
16
1543
$2K ﹤0.01%
+200
1544
$2K ﹤0.01%
13
-463
1545
$2K ﹤0.01%
25
1546
$1K ﹤0.01%
20
-18
1547
$1K ﹤0.01%
5
-10
1548
$1K ﹤0.01%
2
1549
$1K ﹤0.01%
+116
1550
$1K ﹤0.01%
23
60 61
62
63 64