AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 +$18.5M
2 +$12.7M
3 +$11.4M
4
BND icon
Vanguard Total Bond Market
BND
+$8.61M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.06M

Top Sells

1 +$15.9M
2 +$9.33M
3 +$6.97M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.94M
5
MSFT icon
Microsoft
MSFT
+$5.72M

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
1901
$0 ﹤0.01%
33
1902
-433
1903
$0 ﹤0.01%
5
1904
-14,260
1905
$0 ﹤0.01%
21
1906
$0 ﹤0.01%
2
1907
-875
1908
-2,161
1909
-495
1910
$0 ﹤0.01%
1
1911
$0 ﹤0.01%
9
1912
$0 ﹤0.01%
27
1913
-6
1914
-392
1915
-76
1916
$0 ﹤0.01%
3
1917
$0 ﹤0.01%
5
1918
-382
1919
-500
1920
-1,000
1921
$0 ﹤0.01%
1
1922
-500
1923
-7,875
1924
$0 ﹤0.01%
4
1925
$0 ﹤0.01%
5