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
1076
$13K ﹤0.01%
1,176
1077
$13K ﹤0.01%
692
1078
$13K ﹤0.01%
1,050
1079
$13K ﹤0.01%
300
-505
1080
$13K ﹤0.01%
+454
1081
$13K ﹤0.01%
106
1082
$13K ﹤0.01%
269
1083
$12K ﹤0.01%
+544
1084
$12K ﹤0.01%
208
+16
1085
$12K ﹤0.01%
355
+133
1086
$12K ﹤0.01%
272
1087
$12K ﹤0.01%
200
+5
1088
$12K ﹤0.01%
567
-989
1089
$12K ﹤0.01%
2,412
-62
1090
$12K ﹤0.01%
268
+118
1091
$12K ﹤0.01%
350
1092
$12K ﹤0.01%
+361
1093
$12K ﹤0.01%
824
-171
1094
$12K ﹤0.01%
208
+8
1095
$12K ﹤0.01%
410
1096
$12K ﹤0.01%
500
1097
$12K ﹤0.01%
+550
1098
$12K ﹤0.01%
+326
1099
$12K ﹤0.01%
664
+13
1100
$12K ﹤0.01%
1,400
42 43
44
45 46