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
1676
– –
-447
1677
– –
0
1678
$0 ﹤0.01%
40
1679
– –
-2,136
1680
– –
-8,774
1681
– –
0
1682
– –
-4
1683
$0 ﹤0.01%
50
1684
– –
-515
1685
– –
-75
1686
$0 ﹤0.01%
11
-489
1687
– –
-300
1688
– –
-25
1689
– –
-200
1690
$0 ﹤0.01%
100
1691
– –
-18
1692
$0 ﹤0.01%
20
1693
$0 ﹤0.01%
20
1694
$0 ﹤0.01%
62
1695
$0 ﹤0.01%
+12
1696
$0 ﹤0.01%
6
1697
– –
-5,060
1698
$0 ﹤0.01%
+22
1699
$0 ﹤0.01%
+134
1700
$0 ﹤0.01%
+3
66 67
68
69 70