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
301
$704K 0.05%
2,516
-3,147
302
$700K 0.05%
2,833
+818
303
$696K 0.05%
956
+4
304
$691K 0.05%
26,683
+1,753
305
$690K 0.05%
20,657
306
$685K 0.05%
9,679
+1,810
307
$684K 0.05%
14,906
+7,990
308
$679K 0.05%
3,917
+430
309
$678K 0.05%
2,760
+205
310
$676K 0.05%
9,634
-156
311
$666K 0.05%
25,296
+120
312
$653K 0.05%
13,870
-13,681
313
$652K 0.05%
4,268
+4,168
314
$644K 0.04%
9,081
+770
315
$641K 0.04%
4,217
-106
316
$637K 0.04%
7,126
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317
$635K 0.04%
2,748
+107
318
$632K 0.04%
4,377
+1,096
319
$625K 0.04%
7,682
+1,405
320
$624K 0.04%
25,009
-1,375
321
$624K 0.04%
8,302
-524
322
$623K 0.04%
7,148
+4,777
323
$622K 0.04%
14,278
+13,140
324
$622K 0.04%
5,692
+4,265
325
$620K 0.04%
6,582
+656
11 12
13
14 15