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
1651
$1K ﹤0.01%
96
1652
$1K ﹤0.01%
605
+500
1653
$1K ﹤0.01%
97
1654
$1K ﹤0.01%
77
1655
$1K ﹤0.01%
19
1656
$1K ﹤0.01%
91
1657
$1K ﹤0.01%
+24
1658
$1K ﹤0.01%
20
1659
$1K ﹤0.01%
161
1660
$1K ﹤0.01%
+1,000
1661
$1K ﹤0.01%
+156
1662
$1K ﹤0.01%
200
1663
$1K ﹤0.01%
819
1664
$1K ﹤0.01%
32
1665
$1K ﹤0.01%
59
1666
$1K ﹤0.01%
11
1667
$1K ﹤0.01%
27
-15
1668
$0 ﹤0.01%
+36
1669
– –
-31
1670
$0 ﹤0.01%
9
1671
$0 ﹤0.01%
12
1672
$0 ﹤0.01%
+2
1673
– –
0
1674
– –
-826
1675
– –
-500
65 66
67
68 69