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
1226
$21K ﹤0.01%
400
1227
$21K ﹤0.01%
431
+427
1228
$21K ﹤0.01%
774
+17
1229
$21K ﹤0.01%
290
+46
1230
$21K ﹤0.01%
875
1231
$21K ﹤0.01%
329
+14
1232
$21K ﹤0.01%
31
+4
1233
$21K ﹤0.01%
162
1234
$21K ﹤0.01%
162
1235
$21K ﹤0.01%
+375
1236
$21K ﹤0.01%
+2,062
1237
$21K ﹤0.01%
618
1238
$21K ﹤0.01%
+50
1239
$20K ﹤0.01%
+500
1240
$20K ﹤0.01%
2,872
1241
$20K ﹤0.01%
1,096
1242
$20K ﹤0.01%
+275
1243
$20K ﹤0.01%
350
+250
1244
$20K ﹤0.01%
300
-310
1245
$20K ﹤0.01%
131
+31
1246
$20K ﹤0.01%
+245
1247
$20K ﹤0.01%
800
1248
$20K ﹤0.01%
105
-53
1249
$20K ﹤0.01%
1,300
-1,200
1250
$20K ﹤0.01%
+300
48 49
50
51 52