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
1626
$1K ﹤0.01%
40
-31
1627
$1K ﹤0.01%
+25
1628
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23
+6
1629
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48
+12
1630
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17
1631
$1K ﹤0.01%
+7
1632
$1K ﹤0.01%
6
1633
$1K ﹤0.01%
+53
1634
$1K ﹤0.01%
4
1635
$1K ﹤0.01%
25
1636
$1K ﹤0.01%
11
1637
$1K ﹤0.01%
+28
1638
$1K ﹤0.01%
100
1639
$1K ﹤0.01%
159
1640
$1K ﹤0.01%
38
1641
$1K ﹤0.01%
+84
1642
$1K ﹤0.01%
+5
1643
$1K ﹤0.01%
5
-10
1644
$1K ﹤0.01%
2
1645
$1K ﹤0.01%
300
1646
$1K ﹤0.01%
+39
1647
$1K ﹤0.01%
800
1648
$1K ﹤0.01%
7
1649
$1K ﹤0.01%
+24
1650
$1K ﹤0.01%
96
64 65
66
67 68