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
1176
$9K ﹤0.01%
113
1177
$9K ﹤0.01%
119
1178
$9K ﹤0.01%
289
-314
1179
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+133
1180
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135
1181
$9K ﹤0.01%
+340
1182
$9K ﹤0.01%
+264
1183
$9K ﹤0.01%
97,557
1184
$9K ﹤0.01%
257
1185
$8K ﹤0.01%
+124
1186
$8K ﹤0.01%
+58
1187
$8K ﹤0.01%
45
-8
1188
$8K ﹤0.01%
+1,054
1189
$8K ﹤0.01%
675
-805
1190
$8K ﹤0.01%
+961
1191
$8K ﹤0.01%
353
+4
1192
$8K ﹤0.01%
500
1193
$8K ﹤0.01%
255
-4,322
1194
$8K ﹤0.01%
436
+1
1195
$8K ﹤0.01%
+400
1196
$8K ﹤0.01%
91
1197
$8K ﹤0.01%
352
-148
1198
$8K ﹤0.01%
+90
1199
$8K ﹤0.01%
+634
1200
$8K ﹤0.01%
68
46 47
48
49 50