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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
1651
$4K ﹤0.01%
+176
1652
$4K ﹤0.01%
+50
1653
$4K ﹤0.01%
90
1654
$4K ﹤0.01%
210
1655
$4K ﹤0.01%
35
1656
$4K ﹤0.01%
100
1657
$4K ﹤0.01%
250
-450
1658
$4K ﹤0.01%
737
1659
$4K ﹤0.01%
89
+74
1660
$4K ﹤0.01%
30
-12
1661
$4K ﹤0.01%
+147
1662
– –
0
1663
$4K ﹤0.01%
200
1664
$4K ﹤0.01%
133
1665
$4K ﹤0.01%
300
1666
$4K ﹤0.01%
258
1667
$4K ﹤0.01%
20
1668
$4K ﹤0.01%
59
1669
$4K ﹤0.01%
194
1670
$4K ﹤0.01%
41
+6
1671
$4K ﹤0.01%
+102
1672
$3K ﹤0.01%
102
-770
1673
$3K ﹤0.01%
52
1674
$3K ﹤0.01%
+100
1675
$3K ﹤0.01%
100
65 66
67
68 69