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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
1601
$1K ﹤0.01%
490
+430
1602
$1K ﹤0.01%
10
1603
$1K ﹤0.01%
57
1604
$1K ﹤0.01%
65
-2,000
1605
$1K ﹤0.01%
464
1606
$1K ﹤0.01%
23
+6
1607
$1K ﹤0.01%
48
+12
1608
$1K ﹤0.01%
17
1609
$1K ﹤0.01%
+7
1610
$1K ﹤0.01%
6
1611
$1K ﹤0.01%
+53
1612
$1K ﹤0.01%
4
1613
$1K ﹤0.01%
25
1614
$1K ﹤0.01%
11
1615
$1K ﹤0.01%
+28
1616
$1K ﹤0.01%
100
1617
$1K ﹤0.01%
2
1618
$1K ﹤0.01%
138
1619
$1K ﹤0.01%
800
1620
$1K ﹤0.01%
7
1621
$1K ﹤0.01%
+24
1622
$1K ﹤0.01%
96
1623
$1K ﹤0.01%
605
+500
1624
$1K ﹤0.01%
97
1625
$1K ﹤0.01%
77
63 64
65
66 67