AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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
+$2.4M
2
+$1.98M
3
+$1.97M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.79M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.23M

Top Sells

1
+$4.57M
2
+$1.42M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.08M
5
WMB icon
Williams Companies
WMB
+$1.02M

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%
+5
1527
$1K ﹤0.01%
+12
1528
$1K ﹤0.01%
+50
1529
$1K ﹤0.01%
+4
1530
$1K ﹤0.01%
+62
1531
$1K ﹤0.01%
+28
1532
$1K ﹤0.01%
+13
1533
$1K ﹤0.01%
+20
1534
$1K ﹤0.01%
38
1535
$1K ﹤0.01%
+7
1536
$1K ﹤0.01%
50
1537
$1K ﹤0.01%
+18
1538
$1K ﹤0.01%
+19
1539
$1K ﹤0.01%
+5
1540
$1K ﹤0.01%
+16
1541
$1K ﹤0.01%
40
1542
$1K ﹤0.01%
+14
1543
$1K ﹤0.01%
+11
1544
$1K ﹤0.01%
+58
1545
$1K ﹤0.01%
43
1546
$1K ﹤0.01%
+66
1547
$1K ﹤0.01%
+91
1548
$1K ﹤0.01%
5
1549
$1K ﹤0.01%
200
1550
$1K ﹤0.01%
+33
60 61
62
63 64