AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1826
$0 ﹤0.01%
1
1827
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1828
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+12
1829
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100
1830
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-475
1831
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+37
1832
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1833
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19
1834
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-57
1835
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1836
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-30
1837
– –
-4,939
1838
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-30
1839
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0
1840
$0 ﹤0.01%
1
1841
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1842
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1843
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1844
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1845
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1846
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+4
1847
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-436
1848
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13
1849
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5
1850
– –
-929
71 72 73
74
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