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
1276
$5K ﹤0.01%
100
1277
$5K ﹤0.01%
134
-12
1278
$5K ﹤0.01%
+561
1279
$5K ﹤0.01%
+407
1280
$5K ﹤0.01%
142
1281
$5K ﹤0.01%
103
1282
$5K ﹤0.01%
50
1283
$5K ﹤0.01%
48
-2,742
1284
$5K ﹤0.01%
100
-200
1285
$5K ﹤0.01%
296
1286
$5K ﹤0.01%
200
1287
$5K ﹤0.01%
61
+7
1288
$5K ﹤0.01%
7
1289
$5K ﹤0.01%
+58
1290
$5K ﹤0.01%
76
1291
$5K ﹤0.01%
500
-4,856
1292
$5K ﹤0.01%
+22
1293
$5K ﹤0.01%
60
1294
$5K ﹤0.01%
+50
1295
$5K ﹤0.01%
300
1296
$5K ﹤0.01%
+46
1297
$5K ﹤0.01%
200
1298
$5K ﹤0.01%
500
1299
$5K ﹤0.01%
+212
1300
$4K ﹤0.01%
+21
50 51
52
53 54