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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
1526
$1K ﹤0.01%
+10
1527
$1K ﹤0.01%
+40
1528
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1529
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+58
1530
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43
1531
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1532
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2
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1535
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1536
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1538
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+25
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1541
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28
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351
1543
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+30
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1545
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1
1546
$1K ﹤0.01%
300
-2,000
1547
$1K ﹤0.01%
40
1548
$1K ﹤0.01%
142
1549
$1K ﹤0.01%
69
-14
1550
$1K ﹤0.01%
+29
60 61
62
63 64