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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
1501
$1K ﹤0.01%
+144
1502
$1K ﹤0.01%
17
1503
$1K ﹤0.01%
+56
1504
$1K ﹤0.01%
+39
1505
$1K ﹤0.01%
+20
1506
$1K ﹤0.01%
+28
1507
$1K ﹤0.01%
6
1508
$1K ﹤0.01%
+35
1509
$1K ﹤0.01%
5
1510
$1K ﹤0.01%
11
1511
$1K ﹤0.01%
9
1512
$1K ﹤0.01%
+4
1513
– –
0
1514
$1K ﹤0.01%
+37
1515
$1K ﹤0.01%
+84
1516
$1K ﹤0.01%
20
1517
$1K ﹤0.01%
138
1518
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+33
1519
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103
-240
1520
$1K ﹤0.01%
+55
1521
$1K ﹤0.01%
+90
1522
$1K ﹤0.01%
25
1523
$1K ﹤0.01%
1,000
1524
$1K ﹤0.01%
400
1525
$1K ﹤0.01%
+17
59 60
61
62 63