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
801
$36K ﹤0.01%
2,280
+760
802
$36K ﹤0.01%
+742
803
$36K ﹤0.01%
1,271
+641
804
$36K ﹤0.01%
4,204
805
$36K ﹤0.01%
188
-15
806
$35K ﹤0.01%
202
+22
807
$35K ﹤0.01%
2,439
+578
808
$35K ﹤0.01%
362
809
$35K ﹤0.01%
1,500
810
$35K ﹤0.01%
940
+41
811
$35K ﹤0.01%
415
-123
812
$34K ﹤0.01%
370
-25
813
$34K ﹤0.01%
1,222
814
$34K ﹤0.01%
272
815
$34K ﹤0.01%
1,000
816
$34K ﹤0.01%
3,640
+1,124
817
$34K ﹤0.01%
1,000
818
$34K ﹤0.01%
690
819
$34K ﹤0.01%
10,350
+3,050
820
$33K ﹤0.01%
551
+12
821
$33K ﹤0.01%
1,000
822
$33K ﹤0.01%
514
+4
823
$33K ﹤0.01%
530
824
$33K ﹤0.01%
1,087
825
$33K ﹤0.01%
1,250
31 32
33
34 35