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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
1576
– –
-1,584
1577
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-2,000
1578
$0 ﹤0.01%
12
-13
1579
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0
1580
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-800
1581
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1582
$0 ﹤0.01%
1,590
1583
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-1,415
1584
– –
-350
1585
$0 ﹤0.01%
5
1586
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-6,538
1587
– –
-195
1588
$0 ﹤0.01%
+9
1589
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-2,000
1590
– –
-125
1591
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-8,000
1592
$0 ﹤0.01%
+132
1593
$0 ﹤0.01%
4
1594
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0
1595
$0 ﹤0.01%
5
1596
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-34
1597
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-142
1598
– –
-3,000
1599
– –
-23
1600
– –
-254
62 63
64
65 66