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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
1751
– –
-1,757
1752
$0 ﹤0.01%
10
1753
– –
-10,615
1754
$0 ﹤0.01%
+3
1755
– –
-100
1756
– –
-36
1757
– –
-975
1758
$0 ﹤0.01%
+6
1759
$0 ﹤0.01%
1
1760
$0 ﹤0.01%
+8
1761
$0 ﹤0.01%
+5
1762
$0 ﹤0.01%
12
1763
$0 ﹤0.01%
2
1764
– –
-1,500
1765
$0 ﹤0.01%
10
1766
– –
-5
1767
– –
-54
1768
$0 ﹤0.01%
3
1769
$0 ﹤0.01%
6
1770
$0 ﹤0.01%
+2
1771
$0 ﹤0.01%
+6
1772
– –
0
1773
$0 ﹤0.01%
1
-2
1774
– –
0
1775
$0 ﹤0.01%
10
69 70
71
72 73