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
1201
$8K ﹤0.01%
442
+12
1202
$8K ﹤0.01%
275
1203
$8K ﹤0.01%
+592
1204
$8K ﹤0.01%
408
-1,042
1205
$8K ﹤0.01%
68
1206
$8K ﹤0.01%
546
1207
$8K ﹤0.01%
1,100
1208
$8K ﹤0.01%
66
1209
$8K ﹤0.01%
61
1210
$8K ﹤0.01%
177
+37
1211
$8K ﹤0.01%
124
1212
$8K ﹤0.01%
353
-71
1213
$8K ﹤0.01%
442
1214
$8K ﹤0.01%
+378
1215
$8K ﹤0.01%
15,000
1216
$8K ﹤0.01%
+300
1217
$7K ﹤0.01%
50
1218
$7K ﹤0.01%
1,000
1219
$7K ﹤0.01%
47
1220
$7K ﹤0.01%
1,000
1221
$7K ﹤0.01%
155
+41
1222
$7K ﹤0.01%
240
+47
1223
$7K ﹤0.01%
118
+18
1224
$7K ﹤0.01%
398
1225
$7K ﹤0.01%
500
-600
47 48
49
50 51