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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1701
$0 ﹤0.01%
15
1702
$0 ﹤0.01%
27
+5
1703
– –
-314
1704
$0 ﹤0.01%
+6
1705
– –
-475
1706
$0 ﹤0.01%
+37
1707
– –
-17
1708
$0 ﹤0.01%
19
1709
– –
-57
1710
– –
-90
1711
– –
-30
1712
– –
-4,939
1713
$0 ﹤0.01%
15
1714
– –
-246
1715
$0 ﹤0.01%
11
1716
– –
-1,440
1717
$0 ﹤0.01%
+1
1718
$0 ﹤0.01%
5
1719
– –
-200
1720
– –
-158
1721
$0 ﹤0.01%
+36
1722
– –
-31
1723
$0 ﹤0.01%
9
1724
$0 ﹤0.01%
+1
1725
$0 ﹤0.01%
5,000
67 68
69
70 71