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
1701
$0 ﹤0.01%
+12
1702
$0 ﹤0.01%
10
1703
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-250
1704
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-55
1705
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6
1706
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-500
1707
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-19
1708
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-200
1709
$0 ﹤0.01%
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1710
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1711
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-100
1712
$0 ﹤0.01%
+40
1713
$0 ﹤0.01%
351
1714
– –
-100
1715
$0 ﹤0.01%
1
1716
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1717
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12
1718
$0 ﹤0.01%
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1719
$0 ﹤0.01%
+1
1720
– –
-48
1721
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-1,757
1722
$0 ﹤0.01%
10
1723
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5,000
1724
$0 ﹤0.01%
215
+100
1725
– –
-272
67 68
69
70 71