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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
1776
– –
-1,000
1777
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-27
1778
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-1,003
1779
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-1,532
1780
$0 ﹤0.01%
11
1781
$0 ﹤0.01%
7
-14
1782
– –
-44
1783
$0 ﹤0.01%
+12
1784
– –
-150
1785
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1786
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-640
1787
$0 ﹤0.01%
40
1788
– –
-130
1789
$0 ﹤0.01%
50
1790
– –
-300
1791
$0 ﹤0.01%
+2
1792
$0 ﹤0.01%
223
1793
– –
-500
1794
$0 ﹤0.01%
+12
1795
$0 ﹤0.01%
+7
1796
$0 ﹤0.01%
1
-838
1797
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-550
1798
– –
0
1799
– –
-15
1800
– –
-100
70 71
72
73 74