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
1376
$2K ﹤0.01%
1,000
1377
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15
1378
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+22
1379
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+307
1380
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1,105
1381
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300
-100
1382
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+54
1383
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+36
1384
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+417
1385
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+17
1386
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+27
1387
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+38
1388
$2K ﹤0.01%
176
-455
1389
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355
-615
1390
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+76
1391
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21
+9
1392
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31
1393
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200
1394
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40
+14
1395
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26
1396
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30
1397
$2K ﹤0.01%
88
-9,796
1398
$2K ﹤0.01%
+30
1399
$2K ﹤0.01%
+33
1400
$2K ﹤0.01%
286
54 55
56
57 58