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
1726
– –
-8,080
1727
– –
-10,615
1728
– –
-439
1729
$0 ﹤0.01%
6
1730
$0 ﹤0.01%
15
1731
$0 ﹤0.01%
27
+5
1732
– –
-500
1733
$0 ﹤0.01%
+3
1734
$0 ﹤0.01%
5
1735
$0 ﹤0.01%
103
1736
$0 ﹤0.01%
+3
1737
$0 ﹤0.01%
2
1738
$0 ﹤0.01%
+5
1739
$0 ﹤0.01%
12
1740
– –
-500
1741
$0 ﹤0.01%
+12
1742
$0 ﹤0.01%
+7
1743
$0 ﹤0.01%
1
-838
1744
– –
-200
1745
$0 ﹤0.01%
+18
1746
$0 ﹤0.01%
+3
1747
– –
-100
1748
– –
-36
1749
– –
-975
1750
$0 ﹤0.01%
+6
68 69
70
71 72