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
1626
$1K ﹤0.01%
23
+6
1627
$1K ﹤0.01%
48
+12
1628
$1K ﹤0.01%
17
1629
$1K ﹤0.01%
+7
1630
$1K ﹤0.01%
6
1631
$1K ﹤0.01%
+53
1632
$1K ﹤0.01%
4
1633
$1K ﹤0.01%
25
1634
$1K ﹤0.01%
11
1635
$1K ﹤0.01%
+28
1636
$1K ﹤0.01%
100
1637
$1K ﹤0.01%
159
1638
$1K ﹤0.01%
38
1639
$1K ﹤0.01%
+84
1640
$1K ﹤0.01%
+5
1641
$1K ﹤0.01%
5
-10
1642
$1K ﹤0.01%
2
1643
$1K ﹤0.01%
300
1644
$1K ﹤0.01%
70
+50
1645
$1K ﹤0.01%
36
1646
$1K ﹤0.01%
138
1647
$1K ﹤0.01%
+39
1648
$1K ﹤0.01%
800
1649
$1K ﹤0.01%
7
1650
$1K ﹤0.01%
+24
64 65
66
67 68