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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
1601
$0 ﹤0.01%
+1
1602
– –
-700
1603
– –
-2,000
1604
– –
-2,000
1605
$0 ﹤0.01%
2
1606
– –
-1,667
1607
– –
-800
1608
– –
-58
1609
$0 ﹤0.01%
+23
1610
$0 ﹤0.01%
9
-11
1611
– –
0
1612
– –
-8
1613
$0 ﹤0.01%
10
1614
$0 ﹤0.01%
7
1615
$0 ﹤0.01%
11
1616
$0 ﹤0.01%
24
1617
– –
-1,782
1618
– –
-5,400
1619
– –
-60
1620
– –
-60
1621
– –
-7,728
1622
– –
-2,625
1623
– –
-500
1624
– –
-14,957
1625
– –
-934
63 64
65
66 67