AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 4.37%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$1K ﹤0.01%
17
1652
$1K ﹤0.01%
+7
1653
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6
1654
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+53
1655
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4
1656
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25
1657
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11
1658
$1K ﹤0.01%
+28
1659
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100
1660
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159
1661
$1K ﹤0.01%
38
1662
$1K ﹤0.01%
+84
1663
$1K ﹤0.01%
+5
1664
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5
-10
1665
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2
1666
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300
1667
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70
+50
1668
$0 ﹤0.01%
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1669
$0 ﹤0.01%
103
1670
$0 ﹤0.01%
5
1671
$0 ﹤0.01%
+3
1672
– –
-500
1673
$0 ﹤0.01%
27
+5
1674
$0 ﹤0.01%
15
1675
$0 ﹤0.01%
6
65 66
67
68 69