AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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%
1,000
1602
$1K ﹤0.01%
18
1603
$1K ﹤0.01%
26
-31
1604
$1K ﹤0.01%
102
+51
1605
$1K ﹤0.01%
66
1606
$1K ﹤0.01%
474
-600
1607
$1K ﹤0.01%
20
-18
1608
$1K ﹤0.01%
35
1609
$1K ﹤0.01%
209
1610
$1K ﹤0.01%
+25
1611
$1K ﹤0.01%
+70
1612
$1K ﹤0.01%
45
1613
$1K ﹤0.01%
15
1614
$1K ﹤0.01%
9
1615
$1K ﹤0.01%
22
1616
$1K ﹤0.01%
490
+430
1617
$1K ﹤0.01%
10
1618
$1K ﹤0.01%
57
1619
$1K ﹤0.01%
65
-2,000
1620
$1K ﹤0.01%
69
1621
$1K ﹤0.01%
11
-82
1622
$1K ﹤0.01%
32
-39,985
1623
$1K ﹤0.01%
464
1624
$1K ﹤0.01%
122
1625
$1K ﹤0.01%
+172
63 64
65
66 67