AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,059
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.1M
3
+$11.7M
4
BND icon
Vanguard Total Bond Market
BND
+$8.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.23M

Top Sells

1
+$14.5M
2
+$9.79M
3
+$7.39M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.05M
5
MSFT icon
Microsoft
MSFT
+$5.9M

Sector Composition

1 Technology 6.36%
2 Healthcare 4.46%
3 Financials 4.26%
4 Industrials 4.21%
5 Consumer Discretionary 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$64K ﹤0.01%
959
+405
927
$64K ﹤0.01%
6,000
928
$64K ﹤0.01%
492
929
$63K ﹤0.01%
1,628
-1,001
930
$63K ﹤0.01%
2,450
931
$62K ﹤0.01%
+8,000
932
$62K ﹤0.01%
3,000
933
$62K ﹤0.01%
600
934
$62K ﹤0.01%
1,800
+800
935
$61K ﹤0.01%
555
+270
936
$61K ﹤0.01%
+1,525
937
$61K ﹤0.01%
1,106
+2
938
$61K ﹤0.01%
1,224
+48
939
$60K ﹤0.01%
2,500
+500
940
$60K ﹤0.01%
+1,200
941
$60K ﹤0.01%
1,000
-607
942
$60K ﹤0.01%
891
+4
943
$60K ﹤0.01%
1,384
+83
944
$60K ﹤0.01%
579
-81
945
$60K ﹤0.01%
3,785
946
$60K ﹤0.01%
4,414
-271
947
$60K ﹤0.01%
3,357
+786
948
$60K ﹤0.01%
1,241
+27
949
$59K ﹤0.01%
731
950
$59K ﹤0.01%
1,207
36 37
38
39 40