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
1251
$6K ﹤0.01%
141
1252
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138
1253
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90
1254
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1255
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91
+29
1256
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151
+51
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357
1258
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-45
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1260
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1261
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1262
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1263
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1264
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80
1265
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500
1266
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2,000
1267
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+307
1269
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+131
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244
+28
1271
$5K ﹤0.01%
7
1272
$5K ﹤0.01%
+58
1273
$5K ﹤0.01%
76
1274
$5K ﹤0.01%
500
-4,856
1275
$5K ﹤0.01%
+22
49 50
51
52 53