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
1826
$0 ﹤0.01%
+6
1827
– –
-475
1828
$0 ﹤0.01%
+37
1829
– –
-17
1830
$0 ﹤0.01%
19
1831
– –
-57
1832
– –
-90
1833
– –
-30
1834
– –
-4,939
1835
– –
-30
1836
– –
0
1837
$0 ﹤0.01%
1
1838
– –
-556
1839
– –
-340
1840
$0 ﹤0.01%
+34
1841
$0 ﹤0.01%
+8
1842
– –
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1843
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+4
1844
– –
-436
1845
$0 ﹤0.01%
13
1846
$0 ﹤0.01%
5
1847
– –
-929
1848
– –
-150
1849
$0 ﹤0.01%
6
1850
$0 ﹤0.01%
10
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74
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