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
1251
$19K ﹤0.01%
+205
1252
$19K ﹤0.01%
374
+235
1253
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207
1254
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115
1255
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864
+1
1256
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+284
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+290
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586
+306
1259
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356
+155
1260
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346
+174
1261
$19K ﹤0.01%
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1262
$19K ﹤0.01%
1,419
1263
$19K ﹤0.01%
220
1264
$19K ﹤0.01%
+261
1265
$19K ﹤0.01%
3,900
+800
1266
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70
1267
$18K ﹤0.01%
496
-12,005
1268
$18K ﹤0.01%
85
1269
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46
+32
1270
$18K ﹤0.01%
159
1271
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238
1272
$18K ﹤0.01%
+388
1273
$18K ﹤0.01%
+32
1274
$18K ﹤0.01%
1,334
1275
$18K ﹤0.01%
324