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
1501
$1K ﹤0.01%
+19
1502
$1K ﹤0.01%
+20
1503
$1K ﹤0.01%
20
1504
$1K ﹤0.01%
+42
1505
$1K ﹤0.01%
+35
1506
$1K ﹤0.01%
+10
1507
$1K ﹤0.01%
+9
1508
$1K ﹤0.01%
44
-111
1509
$1K ﹤0.01%
11
1510
$1K ﹤0.01%
+18
1511
$1K ﹤0.01%
+37
1512
$1K ﹤0.01%
+25
1513
$1K ﹤0.01%
22
1514
$1K ﹤0.01%
+11
1515
$1K ﹤0.01%
+90
1516
$1K ﹤0.01%
80
1517
$1K ﹤0.01%
+43
1518
$1K ﹤0.01%
+70
1519
$1K ﹤0.01%
+62
1520
$1K ﹤0.01%
+5
1521
$1K ﹤0.01%
+144
1522
$1K ﹤0.01%
17
1523
$1K ﹤0.01%
+56
1524
$1K ﹤0.01%
+39
1525
$1K ﹤0.01%
+20
59 60
61
62 63