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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
+$2.45M
2
+$2.07M
3
+$1.94M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.79M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.22M

Top Sells

1
+$4.46M
2
+$1.45M
3
+$1.2M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
WMB icon
Williams Companies
WMB
+$1.01M

Sector Composition

1 Healthcare 6.2%
2 Industrials 5.46%
3 Technology 5.36%
4 Financials 4.25%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$15K ﹤0.01%
1,932
-35
1027
$15K ﹤0.01%
467
1028
$15K ﹤0.01%
392
1029
$15K ﹤0.01%
600
1030
$14K ﹤0.01%
226
+26
1031
$14K ﹤0.01%
750
-850
1032
$14K ﹤0.01%
+441
1033
$14K ﹤0.01%
+300
1034
$14K ﹤0.01%
+200
1035
$14K ﹤0.01%
391
+141
1036
$14K ﹤0.01%
170
-1,878
1037
$14K ﹤0.01%
150
1038
$14K ﹤0.01%
259
1039
$14K ﹤0.01%
2,183
+30
1040
$14K ﹤0.01%
204
-536
1041
$14K ﹤0.01%
701
+4
1042
$14K ﹤0.01%
975
1043
$14K ﹤0.01%
623
+35
1044
$14K ﹤0.01%
374
1045
$14K ﹤0.01%
363
+226
1046
$14K ﹤0.01%
+279
1047
$14K ﹤0.01%
119
1048
$14K ﹤0.01%
151
-763
1049
$14K ﹤0.01%
403
-899
1050
$14K ﹤0.01%
770
40 41
42
43 44