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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
1501
$8K ﹤0.01%
100
1502
$8K ﹤0.01%
170
+100
1503
$8K ﹤0.01%
108
1504
$8K ﹤0.01%
+285
1505
$8K ﹤0.01%
252
1506
$8K ﹤0.01%
215
1507
$8K ﹤0.01%
104
+1
1508
$8K ﹤0.01%
270
1509
$8K ﹤0.01%
400
1510
$8K ﹤0.01%
58
-491
1511
$8K ﹤0.01%
+279
1512
$8K ﹤0.01%
395
1513
$8K ﹤0.01%
+94
1514
$8K ﹤0.01%
+120
1515
$8K ﹤0.01%
850
1516
$8K ﹤0.01%
1,100
1517
$8K ﹤0.01%
1,400
1518
$8K ﹤0.01%
185
1519
$8K ﹤0.01%
400
1520
$8K ﹤0.01%
+1,500
1521
$7K ﹤0.01%
39
+9
1522
$7K ﹤0.01%
700
1523
$7K ﹤0.01%
248
1524
$7K ﹤0.01%
+25
1525
$7K ﹤0.01%
160
+1