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
951
$59K ﹤0.01%
987
+161
952
$59K ﹤0.01%
2,050
+950
953
$59K ﹤0.01%
756
+236
954
$59K ﹤0.01%
749
955
$59K ﹤0.01%
2,145
+43
956
$58K ﹤0.01%
816
957
$58K ﹤0.01%
+1,800
958
$58K ﹤0.01%
1,600
+1,300
959
$58K ﹤0.01%
3,974
+130
960
$58K ﹤0.01%
450
961
$58K ﹤0.01%
2,035
962
$58K ﹤0.01%
3,066
963
$57K ﹤0.01%
3,000
964
$57K ﹤0.01%
4,660
965
$57K ﹤0.01%
934
+710
966
$57K ﹤0.01%
1,145
+1,086
967
$56K ﹤0.01%
+2,745
968
$56K ﹤0.01%
2,178
-69,845
969
$56K ﹤0.01%
139
+100
970
$56K ﹤0.01%
529
971
$56K ﹤0.01%
1,650
-25
972
$55K ﹤0.01%
1,333
+37
973
$55K ﹤0.01%
1,066
974
$55K ﹤0.01%
3,300
975
$54K ﹤0.01%
203