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
1176
$9K ﹤0.01%
301
1177
$9K ﹤0.01%
89
1178
$9K ﹤0.01%
+512
1179
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85
+24
1180
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388
1181
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500
1182
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+325
1183
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1184
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1185
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1186
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45
-8
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+1,054
1188
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675
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1189
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+961
1190
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353
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1191
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1192
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255
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1193
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436
+1
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+400
1195
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91
1196
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352
-148
1197
$8K ﹤0.01%
+90
1198
$8K ﹤0.01%
+634
1199
$8K ﹤0.01%
68
1200
$8K ﹤0.01%
442
+12
46 47
48
49 50