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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
1901
– –
-2
1902
$0 ﹤0.01%
11
1903
– –
-1,734
1904
– –
-105
1905
– –
-302
1906
– –
-35
1907
– –
-440
1908
$0 ﹤0.01%
14
1909
$0 ﹤0.01%
5
1910
– –
-410
1911
– –
-604
1912
$0 ﹤0.01%
50
1913
– –
-1,500
1914
– –
-433
1915
$0 ﹤0.01%
33
1916
$0 ﹤0.01%
3
1917
– –
-6
1918
$0 ﹤0.01%
50
1919
$0 ﹤0.01%
5
1920
$0 ﹤0.01%
5
1921
$0 ﹤0.01%
+3
1922
– –
-110
1923
– –
-1,098
1924
– –
-93
1925
– –
0
75 76
77
78 79