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
1076
$38K ﹤0.01%
4,700
1077
$38K ﹤0.01%
305
-235
1078
$38K ﹤0.01%
+1,500
1079
$38K ﹤0.01%
1,315
+311
1080
$38K ﹤0.01%
615
1081
$37K ﹤0.01%
340
1082
$37K ﹤0.01%
90
+74
1083
$37K ﹤0.01%
1,650
1084
$37K ﹤0.01%
1,673
+193
1085
$37K ﹤0.01%
+250
1086
$37K ﹤0.01%
709
1087
$36K ﹤0.01%
1,103
+15
1088
$36K ﹤0.01%
375
1089
$36K ﹤0.01%
1,400
1090
$36K ﹤0.01%
300
1091
$35K ﹤0.01%
959
+10
1092
$35K ﹤0.01%
1,625
1093
$35K ﹤0.01%
1,100
1094
$35K ﹤0.01%
244
1095
$35K ﹤0.01%
1,525
-6,000
1096
$35K ﹤0.01%
293
1097
$35K ﹤0.01%
1,770
1098
$35K ﹤0.01%
871
-543
1099
$34K ﹤0.01%
900
1100
$34K ﹤0.01%
1,635
42 43
44
45 46