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
951
$19K ﹤0.01%
1,500
952
$19K ﹤0.01%
525
+25
953
$19K ﹤0.01%
330
954
$19K ﹤0.01%
600
-600
955
$19K ﹤0.01%
293
+186
956
$19K ﹤0.01%
1,540
957
$19K ﹤0.01%
263
958
$19K ﹤0.01%
2,868
+65
959
$19K ﹤0.01%
150
960
$19K ﹤0.01%
274
+6
961
$19K ﹤0.01%
+350
962
$19K ﹤0.01%
1,600
963
$19K ﹤0.01%
710
964
$19K ﹤0.01%
8,200
965
$19K ﹤0.01%
1,207
+33
966
$19K ﹤0.01%
791
967
$18K ﹤0.01%
496
-908
968
$18K ﹤0.01%
514
+114
969
$18K ﹤0.01%
+375
970
$18K ﹤0.01%
465
971
$18K ﹤0.01%
+62
972
$18K ﹤0.01%
140
973
$18K ﹤0.01%
107
974
$18K ﹤0.01%
1,000
975
$18K ﹤0.01%
322
-495
37 38
39
40 41