We are live on ! Find out more
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
1701
$0 ﹤0.01%
+40
1702
– –
-51
1703
– –
-500
1704
$0 ﹤0.01%
+11
1705
$0 ﹤0.01%
13
1706
– –
-47
1707
– –
-1,452
1708
– –
0
1709
– –
-900
1710
– –
-49
1711
– –
0
1712
– –
-51
1713
– –
-162
1714
– –
-1
1715
$0 ﹤0.01%
2
1716
$0 ﹤0.01%
4
1717
– –
-3,180
1718
$0 ﹤0.01%
+26
1719
$0 ﹤0.01%
4
1720
– –
-802
1721
– –
-50
1722
$0 ﹤0.01%
+26
1723
– –
-354
65 66 67 68
69