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
1326
$4K ﹤0.01%
300
1327
$4K ﹤0.01%
+157
1328
$3K ﹤0.01%
59
-23
1329
$3K ﹤0.01%
+14
1330
$3K ﹤0.01%
101
1331
$3K ﹤0.01%
50
+23
1332
$3K ﹤0.01%
+70
1333
$3K ﹤0.01%
21
1334
$3K ﹤0.01%
+132
1335
$3K ﹤0.01%
47
-6,652
1336
$3K ﹤0.01%
105
1337
$3K ﹤0.01%
+947
1338
$3K ﹤0.01%
7
1339
$3K ﹤0.01%
100
1340
$3K ﹤0.01%
+2,069
1341
$3K ﹤0.01%
153
1342
$3K ﹤0.01%
131
-4,081
1343
$3K ﹤0.01%
700
1344
$3K ﹤0.01%
8
1345
$3K ﹤0.01%
+97
1346
$3K ﹤0.01%
102
1347
$3K ﹤0.01%
+65
1348
$3K ﹤0.01%
+737
1349
$3K ﹤0.01%
140
1350
$3K ﹤0.01%
500
52 53
54
55 56