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
1551
$7K ﹤0.01%
288
1552
$6K ﹤0.01%
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1553
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+100
1554
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1555
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1557
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224
-908
1558
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1559
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+400
1560
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+1,000
1561
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16
+7
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1563
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253
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+10
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1567
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+1,000
1569
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154
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23
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1571
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+500
1572
$6K ﹤0.01%
50
1573
$6K ﹤0.01%
50
1574
$6K ﹤0.01%
561
1575
$6K ﹤0.01%
109