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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
1926
$0 ﹤0.01%
18
1927
$0 ﹤0.01%
1
1928
– –
-1,650
1929
– –
-500
1930
– –
-52
1931
$0 ﹤0.01%
+5
1932
– –
0
1933
– –
-870
1934
– –
-433
1935
– –
-1,433
1936
– –
-6
1937
– –
-314
1938
$0 ﹤0.01%
+21
1939
$0 ﹤0.01%
2
1940
– –
-272
1941
– –
-469
1942
– –
-150
1943
– –
-191
1944
– –
-300
1945
$0 ﹤0.01%
1
1946
$0 ﹤0.01%
+12
1947
$0 ﹤0.01%
59
1948
– –
-1,745
1949
– –
-160
1950
$0 ﹤0.01%
2
-33
76 77
78
79 80