AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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 Industrials 4.21%
4 Financials 4.21%
5 Consumer Discretionary 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$0 ﹤0.01%
9
2027
$0 ﹤0.01%
20
2028
$0 ﹤0.01%
+5
2029
– –
-11,381
2030
– –
-4,081
2031
– –
-120
2032
– –
-665
2033
– –
-187
2034
– –
-400
2035
– –
-4,500
2036
$0 ﹤0.01%
50
2037
– –
-1,500
2038
– –
-390
2039
$0 ﹤0.01%
1
2040
– –
-755
2041
– –
-2,848
2042
– –
0
2043
– –
-870
2044
– –
-433
2045
– –
-1,914
2046
– –
-329
2047
– –
-7
2048
$0 ﹤0.01%
10
2049
$0 ﹤0.01%
+1
2050
$0 ﹤0.01%
4
-50
79 80 81
82
83