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
1526
$1K ﹤0.01%
6
1527
$1K ﹤0.01%
+35
1528
$1K ﹤0.01%
5
1529
$1K ﹤0.01%
11
1530
$1K ﹤0.01%
9
1531
$1K ﹤0.01%
+4
1532
– –
0
1533
$1K ﹤0.01%
+37
1534
$1K ﹤0.01%
276
1535
$1K ﹤0.01%
13
-73
1536
$1K ﹤0.01%
+25
1537
$1K ﹤0.01%
+5
1538
$1K ﹤0.01%
2
1539
$1K ﹤0.01%
100
1540
$1K ﹤0.01%
+84
1541
$1K ﹤0.01%
20
1542
$1K ﹤0.01%
138
1543
$1K ﹤0.01%
+33
1544
$1K ﹤0.01%
103
-240
1545
$1K ﹤0.01%
+55
1546
$1K ﹤0.01%
28
+12
1547
$1K ﹤0.01%
351
1548
$1K ﹤0.01%
+30
1549
$1K ﹤0.01%
202
1550
$1K ﹤0.01%
1
60 61
62
63 64