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
$1.4B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,877
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$10.1M
3 +$8.44M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$8.01M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.9M

Sector Composition

1 Technology 7.4%
2 Healthcare 5.6%
3 Industrials 5.41%
4 Financials 5%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$0 ﹤0.01%
15
1727
$0 ﹤0.01%
62
1728
-4
1729
$0 ﹤0.01%
12
1730
-1,500
1731
-200
1732
$0 ﹤0.01%
+10
1733
$0 ﹤0.01%
4
1734
-250
1735
-6
1736
-10
1737
$0 ﹤0.01%
13
1738
$0 ﹤0.01%
11
1739
-100
1740
-9
1741
-18
1742
-235
1743
$0 ﹤0.01%
+35
1744
$0 ﹤0.01%
105
1745
$0 ﹤0.01%
27
1746
$0 ﹤0.01%
20
1747
-750
1748
$0 ﹤0.01%
34
+1
1749
-3,000
1750
$0 ﹤0.01%
2