AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1226
$7K ﹤0.01%
398
1227
$7K ﹤0.01%
500
-600
1228
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143
+30
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900
1230
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249
1231
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1232
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2,025
1233
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279
+5
1234
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129
+29
1235
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127
-24
1236
$7K ﹤0.01%
+276
1237
$7K ﹤0.01%
200
1238
$7K ﹤0.01%
180
-1,000
1239
$7K ﹤0.01%
100
+8
1240
$7K ﹤0.01%
+1,150
1241
$7K ﹤0.01%
47
+3
1242
$7K ﹤0.01%
1,040
+740
1243
$6K ﹤0.01%
6,866
1244
$6K ﹤0.01%
1,500
1245
$6K ﹤0.01%
388
1246
$6K ﹤0.01%
91
+29
1247
$6K ﹤0.01%
151
+51
1248
$6K ﹤0.01%
357
1249
$6K ﹤0.01%
90
-45
1250
$6K ﹤0.01%
300
48 49
50
51 52