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 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
1251
$6K ﹤0.01%
141
1252
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138
1253
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90
1254
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91
+29
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151
+51
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357
1258
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90
-45
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1260
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300
1261
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1262
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500
1266
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2,000
1267
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1268
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+307
1269
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+131
1270
$5K ﹤0.01%
+108
1271
$5K ﹤0.01%
56
-81
1272
$5K ﹤0.01%
+206
1273
$5K ﹤0.01%
+196
1274
$5K ﹤0.01%
+216
1275
$5K ﹤0.01%
+150