We are live on ! Find out more
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
1051
$14K ﹤0.01%
80
1052
$14K ﹤0.01%
243
1053
$14K ﹤0.01%
268
+33
1054
$14K ﹤0.01%
447
1055
$14K ﹤0.01%
354
-6,621
1056
$14K ﹤0.01%
1,327
1057
$14K ﹤0.01%
+400
1058
$14K ﹤0.01%
220
1059
$14K ﹤0.01%
+86
1060
$14K ﹤0.01%
689
-228
1061
$14K ﹤0.01%
388
+9
1062
$13K ﹤0.01%
1,100
1063
$13K ﹤0.01%
500
-1,000
1064
$13K ﹤0.01%
429
+9
1065
$13K ﹤0.01%
+561
1066
$13K ﹤0.01%
372
-1,356
1067
$13K ﹤0.01%
+737
1068
$13K ﹤0.01%
226
1069
$13K ﹤0.01%
+246
1070
$13K ﹤0.01%
1,090
+90
1071
$13K ﹤0.01%
200
1072
$13K ﹤0.01%
145
-33
1073
$13K ﹤0.01%
+402
1074
$13K ﹤0.01%
257
1075
$13K ﹤0.01%
1,176
41 42
43
44 45