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
926
$22K ﹤0.01%
409
927
$22K ﹤0.01%
2,118
+130
928
$22K ﹤0.01%
+1,013
929
$22K ﹤0.01%
300
-200
930
$22K ﹤0.01%
676
-1,000
931
$21K ﹤0.01%
+311
932
$21K ﹤0.01%
158
933
$21K ﹤0.01%
+441
934
$21K ﹤0.01%
550
935
$21K ﹤0.01%
178
+25
936
$21K ﹤0.01%
501
+100
937
$21K ﹤0.01%
1,125
+195
938
$21K ﹤0.01%
1,275
-1,000
939
$21K ﹤0.01%
1,400
+1,000
940
$21K ﹤0.01%
+394
941
$20K ﹤0.01%
229
942
$20K ﹤0.01%
597
+297
943
$20K ﹤0.01%
300
944
$20K ﹤0.01%
839
945
$20K ﹤0.01%
172
+93
946
$20K ﹤0.01%
+181
947
$20K ﹤0.01%
+567
948
$20K ﹤0.01%
+123
949
$20K ﹤0.01%
180
950
$20K ﹤0.01%
750
36 37
38
39 40