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
826
$33K ﹤0.01%
319
827
$33K ﹤0.01%
1,500
828
$32K ﹤0.01%
+3,000
829
$32K ﹤0.01%
+918
830
$32K ﹤0.01%
89
831
$32K ﹤0.01%
+1,267
832
$32K ﹤0.01%
725
-2,460
833
$32K ﹤0.01%
+489
834
$32K ﹤0.01%
411
+31
835
$32K ﹤0.01%
495
836
$32K ﹤0.01%
12,220
837
$31K ﹤0.01%
372
+4
838
$31K ﹤0.01%
2,168
+52
839
$31K ﹤0.01%
692
-57
840
$31K ﹤0.01%
707
841
$31K ﹤0.01%
569
-12
842
$31K ﹤0.01%
173
+31
843
$31K ﹤0.01%
1,200
844
$30K ﹤0.01%
1,016
+135
845
$30K ﹤0.01%
751
-44
846
$30K ﹤0.01%
1,139
-6,563
847
$30K ﹤0.01%
255
-64
848
$30K ﹤0.01%
760
849
$30K ﹤0.01%
512
+282
850
$30K ﹤0.01%
485
-13
32 33
34
35 36