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
1151
$10K ﹤0.01%
171
+133
1152
$10K ﹤0.01%
+400
1153
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+650
1154
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+599
1155
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510
+350
1156
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+665
1157
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425
-557
1158
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300
1159
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100
1160
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25
1161
$9K ﹤0.01%
113
+45
1162
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70
1163
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113
1164
$9K ﹤0.01%
119
1165
$9K ﹤0.01%
289
-314
1166
$9K ﹤0.01%
+133
1167
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135
1168
$9K ﹤0.01%
+340
1169
$9K ﹤0.01%
+264
1170
$9K ﹤0.01%
97,557
1171
$9K ﹤0.01%
563
1172
$9K ﹤0.01%
337
1173
$9K ﹤0.01%
140
-116
1174
$9K ﹤0.01%
500
1175
$9K ﹤0.01%
640
45 46
47
48 49