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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
1101
$12K ﹤0.01%
+544
1102
$12K ﹤0.01%
208
+16
1103
$12K ﹤0.01%
355
+133
1104
$12K ﹤0.01%
272
1105
$12K ﹤0.01%
200
+5
1106
$12K ﹤0.01%
567
-989
1107
$12K ﹤0.01%
2,412
-62
1108
$12K ﹤0.01%
268
+118
1109
$11K ﹤0.01%
758
-8,000
1110
$11K ﹤0.01%
+651
1111
$11K ﹤0.01%
+116
1112
$11K ﹤0.01%
1,470
1113
$11K ﹤0.01%
+223
1114
$11K ﹤0.01%
+496
1115
$11K ﹤0.01%
146
+107
1116
$11K ﹤0.01%
3,406
+2,818
1117
$11K ﹤0.01%
121
-260
1118
$11K ﹤0.01%
1,200
1119
$11K ﹤0.01%
516
1120
$11K ﹤0.01%
242
-48
1121
$11K ﹤0.01%
92
1122
$11K ﹤0.01%
104
1123
$11K ﹤0.01%
218
-1,730
1124
$11K ﹤0.01%
593
-1,095
1125
$11K ﹤0.01%
667
43 44
45
46 47