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
1726
– –
-8,080
1727
– –
-10,615
1728
– –
-439
1729
$0 ﹤0.01%
6
1730
– –
-20
1731
$0 ﹤0.01%
15
1732
$0 ﹤0.01%
27
+5
1733
– –
-500
1734
$0 ﹤0.01%
+3
1735
$0 ﹤0.01%
5
1736
$0 ﹤0.01%
103
1737
$0 ﹤0.01%
+3
1738
$0 ﹤0.01%
12
1739
$0 ﹤0.01%
+5
1740
$0 ﹤0.01%
12
1741
$0 ﹤0.01%
2
1742
– –
-1,500
1743
$0 ﹤0.01%
10
1744
– –
-150
1745
– –
-5
1746
– –
-54
1747
$0 ﹤0.01%
3
1748
$0 ﹤0.01%
6
1749
$0 ﹤0.01%
+2
1750
$0 ﹤0.01%
+6
68 69
70
71 72