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
1376
$2K ﹤0.01%
31
1377
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200
1378
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40
+14
1379
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47
1380
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+71
1381
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+25
1382
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+104
1383
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26
1384
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30
1385
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+92
1386
$2K ﹤0.01%
74
1387
$2K ﹤0.01%
9
-18
1388
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73
1389
$2K ﹤0.01%
88
-9,796
1390
$2K ﹤0.01%
+30
1391
$2K ﹤0.01%
+33
1392
$2K ﹤0.01%
+79
1393
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1,000
1394
$2K ﹤0.01%
15
1395
$2K ﹤0.01%
+22
1396
$2K ﹤0.01%
286
1397
$2K ﹤0.01%
+209
1398
$2K ﹤0.01%
+42
1399
$2K ﹤0.01%
+37
1400
$2K ﹤0.01%
+52
54 55
56
57 58