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
1151
$10K ﹤0.01%
+709
1152
$10K ﹤0.01%
+400
1153
$10K ﹤0.01%
+650
1154
$9K ﹤0.01%
563
1155
$9K ﹤0.01%
337
1156
$9K ﹤0.01%
140
-116
1157
$9K ﹤0.01%
500
1158
$9K ﹤0.01%
640
1159
$9K ﹤0.01%
301
1160
$9K ﹤0.01%
89
1161
$9K ﹤0.01%
+512
1162
$9K ﹤0.01%
85
+24
1163
$9K ﹤0.01%
388
1164
$9K ﹤0.01%
500
1165
$9K ﹤0.01%
+325
1166
$9K ﹤0.01%
365
1167
$9K ﹤0.01%
+599
1168
$9K ﹤0.01%
510
+350
1169
$9K ﹤0.01%
+665
1170
$9K ﹤0.01%
425
-557
1171
$9K ﹤0.01%
300
1172
$9K ﹤0.01%
100
1173
$9K ﹤0.01%
25
1174
$9K ﹤0.01%
113
+45
1175
$9K ﹤0.01%
70
45 46
47
48 49