We are live on ! Find out more
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
1951
– –
-78
1952
$0 ﹤0.01%
3
1953
$0 ﹤0.01%
6
1954
$0 ﹤0.01%
+10
1955
– –
-1,492
1956
– –
-337
1957
$0 ﹤0.01%
13
-196
1958
$0 ﹤0.01%
1
1959
– –
0
1960
– –
-6,396
1961
– –
-50
1962
– –
-572
1963
– –
-341
1964
– –
0
1965
– –
-1,028
1966
$0 ﹤0.01%
128
1967
– –
0
1968
– –
-400
1969
$0 ﹤0.01%
+25
1970
– –
-25
1971
– –
-100
1972
$0 ﹤0.01%
4
1973
$0 ﹤0.01%
+1
1974
– –
-400
1975
– –
-50
77 78
79
80 81