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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
2001
– –
0
2002
– –
-1,811
2003
– –
-69,781
2004
$0 ﹤0.01%
5
2005
– –
-3,748
2006
– –
-6,646
2007
– –
-146
2008
– –
-80
2009
– –
0
2010
– –
-23
2011
– –
-155
2012
– –
-2
2013
– –
-60
2014
– –
-66,898
2015
– –
-537
2016
– –
-8,962
2017
– –
-4
2018
$0 ﹤0.01%
1
2019
$0 ﹤0.01%
10
2020
$0 ﹤0.01%
9
2021
$0 ﹤0.01%
20
2022
$0 ﹤0.01%
+5
2023
– –
-11,381
2024
– –
-4,081
2025
– –
-120
79 80
81
82 83