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
1876
– –
-500
1877
– –
-382
1878
$0 ﹤0.01%
5
1879
$0 ﹤0.01%
3
1880
– –
-76
1881
– –
-392
1882
– –
-6
1883
$0 ﹤0.01%
27
1884
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9
1885
$0 ﹤0.01%
1
1886
– –
-495
1887
– –
-2,161
1888
– –
-875
1889
$0 ﹤0.01%
2
1890
$0 ﹤0.01%
21
1891
– –
-14,260
1892
$0 ﹤0.01%
5
1893
– –
-433
1894
$0 ﹤0.01%
33
1895
$0 ﹤0.01%
3
1896
– –
-6
1897
$0 ﹤0.01%
50
1898
$0 ﹤0.01%
5
1899
– –
-404
1900
$0 ﹤0.01%
39
74 75
76
77 78