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
1601
$5K ﹤0.01%
+50
1602
$5K ﹤0.01%
450
1603
$5K ﹤0.01%
109
1604
$5K ﹤0.01%
115
1605
$5K ﹤0.01%
304
1606
$5K ﹤0.01%
66
1607
$5K ﹤0.01%
3
1608
$5K ﹤0.01%
131
1609
$5K ﹤0.01%
+47
1610
$5K ﹤0.01%
+117
1611
$5K ﹤0.01%
+16
1612
$5K ﹤0.01%
170
1613
$5K ﹤0.01%
500
1614
$5K ﹤0.01%
200
1615
$5K ﹤0.01%
53
1616
$5K ﹤0.01%
29
1617
$5K ﹤0.01%
80
+49
1618
$5K ﹤0.01%
200
1619
$5K ﹤0.01%
+313
1620
$5K ﹤0.01%
300
1621
$5K ﹤0.01%
225
-25
1622
$5K ﹤0.01%
133
-684
1623
$5K ﹤0.01%
+138
1624
$5K ﹤0.01%
53
1625
$5K ﹤0.01%
500
63 64
65
66 67