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
1601
$1K ﹤0.01%
26
-31
1602
$1K ﹤0.01%
102
+51
1603
$1K ﹤0.01%
66
1604
$1K ﹤0.01%
474
-600
1605
$1K ﹤0.01%
20
-18
1606
$1K ﹤0.01%
35
1607
$1K ﹤0.01%
209
1608
$1K ﹤0.01%
+25
1609
$1K ﹤0.01%
+70
1610
$1K ﹤0.01%
45
1611
$1K ﹤0.01%
15
1612
$1K ﹤0.01%
9
1613
$1K ﹤0.01%
22
1614
$1K ﹤0.01%
490
+430
1615
$1K ﹤0.01%
10
1616
$1K ﹤0.01%
57
1617
$1K ﹤0.01%
65
-2,000
1618
$1K ﹤0.01%
69
1619
$1K ﹤0.01%
11
-82
1620
$1K ﹤0.01%
32
-39,985
1621
$1K ﹤0.01%
464
1622
$1K ﹤0.01%
122
1623
$1K ﹤0.01%
+172
1624
$1K ﹤0.01%
40
-31
1625
$1K ﹤0.01%
+25
63 64
65
66 67