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
1451
$1K ﹤0.01%
+15
1452
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+28
1453
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+13
1454
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+20
1455
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38
1456
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1457
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50
1458
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1459
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1460
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+5
1461
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1462
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40
1463
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+14
1464
$1K ﹤0.01%
+11
1465
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+20
1466
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+58
1467
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43
1468
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1469
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+91
1470
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5
1471
$1K ﹤0.01%
200
1472
$1K ﹤0.01%
+33
1473
$1K ﹤0.01%
+25
1474
$1K ﹤0.01%
205
1475
$1K ﹤0.01%
+13
57 58
59
60 61