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
1951
– –
0
1952
$0 ﹤0.01%
18
1953
– –
-25
1954
– –
-100
1955
$0 ﹤0.01%
4
1956
$0 ﹤0.01%
+1
1957
$0 ﹤0.01%
1
1958
– –
-400
1959
– –
-50
1960
– –
-6
1961
– –
-80
1962
– –
-122
1963
– –
-500
1964
$0 ﹤0.01%
+4
1965
– –
-275
1966
– –
-52
1967
– –
-200
1968
– –
0
1969
– –
0
1970
– –
-340
1971
– –
-14
1972
$0 ﹤0.01%
+12
1973
– –
-1,944
1974
$0 ﹤0.01%
22
1975
– –
-100
77 78
79
80 81