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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
1551
$1K ﹤0.01%
+31
1552
$1K ﹤0.01%
+23
1553
$1K ﹤0.01%
+33
1554
$1K ﹤0.01%
+25
1555
$1K ﹤0.01%
+12
1556
$1K ﹤0.01%
55
1557
$1K ﹤0.01%
10
-13
1558
$1K ﹤0.01%
20
-520
1559
$1K ﹤0.01%
15
1560
$1K ﹤0.01%
47
1561
$1K ﹤0.01%
276
1562
– –
-104
1563
– –
-1,200
1564
$0 ﹤0.01%
6
1565
– –
-100
1566
– –
-50
1567
– –
-3,628
1568
– –
-3,111
1569
– –
-599
1570
$0 ﹤0.01%
30
-8
1571
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-135
1572
– –
-18
1573
– –
-3,474
1574
– –
-40,800
1575
– –
-374
61 62
63
64 65