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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1276
$18K ﹤0.01%
1,500
1277
$18K ﹤0.01%
+249
1278
$18K ﹤0.01%
617
-44,116
1279
$18K ﹤0.01%
496
-12,005
1280
$18K ﹤0.01%
85
1281
$17K ﹤0.01%
1,155
1282
$17K ﹤0.01%
245
-13,416
1283
$17K ﹤0.01%
185
1284
$17K ﹤0.01%
6,000
1285
$17K ﹤0.01%
416
1286
$17K ﹤0.01%
450
1287
$17K ﹤0.01%
1,040
-415
1288
$17K ﹤0.01%
900
1289
$17K ﹤0.01%
415
+385
1290
$17K ﹤0.01%
525
1291
$17K ﹤0.01%
200
1292
$17K ﹤0.01%
338
1293
$17K ﹤0.01%
500
1294
$17K ﹤0.01%
1,170
+670
1295
$17K ﹤0.01%
275
1296
$17K ﹤0.01%
100
1297
$17K ﹤0.01%
210
1298
$17K ﹤0.01%
64
-99
1299
$17K ﹤0.01%
1,692
1300
$16K ﹤0.01%
796