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
$740M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.98M
3
+$1.97M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.79M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.23M

Top Sells

1
+$4.57M
2
+$1.42M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.08M
5
WMB icon
Williams Companies
WMB
+$1.02M

Sector Composition

1 Healthcare 6.2%
2 Industrials 5.45%
3 Technology 5.37%
4 Financials 4.11%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$69K 0.01%
+2,420
627
$69K 0.01%
+1,415
628
$68K 0.01%
236
629
$68K 0.01%
3,000
630
$68K 0.01%
+690
631
$68K 0.01%
1,288
+2
632
$68K 0.01%
+4,413
633
$68K 0.01%
+694
634
$67K 0.01%
+157
635
$67K 0.01%
5,200
636
$67K 0.01%
618
-269
637
$67K 0.01%
2,625
638
$66K 0.01%
2,380
+305
639
$66K 0.01%
1,612
640
$66K 0.01%
1,984
-876
641
$66K 0.01%
3,013
-2,303
642
$66K 0.01%
1,275
643
$65K 0.01%
675
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644
$65K 0.01%
1,356
645
$65K 0.01%
1,125
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646
$65K 0.01%
1,760
+300
647
$65K 0.01%
2,535
648
$65K 0.01%
788
+775
649
$64K 0.01%
1,568
+1,468
650
$64K 0.01%
424
-6
24 25
26
27 28