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
351
$540K 0.04%
39,791
+1,028
352
$537K 0.04%
16,965
353
$535K 0.04%
39,984
+12,100
354
$533K 0.04%
9,454
-6,309
355
$530K 0.04%
8,576
-1,795
356
$528K 0.04%
1,107
-1,014
357
$524K 0.04%
6,774
+717
358
$522K 0.04%
8,482
-1,989
359
$519K 0.04%
9,841
+3,006
360
$518K 0.04%
8,701
-598
361
$518K 0.04%
1,545
-151
362
$515K 0.04%
3,416
+803
363
$506K 0.04%
7,731
+121
364
$502K 0.03%
4,341
-8,205
365
$500K 0.03%
3,690
-26,620
366
$498K 0.03%
13,280
-9
367
$498K 0.03%
23,623
+400
368
$496K 0.03%
415
-14
369
$495K 0.03%
4,000
370
$483K 0.03%
29,442
-2,215
371
$481K 0.03%
2,596
372
$474K 0.03%
1,253
-10,285
373
$473K 0.03%
33,369
+2,143
374
$469K 0.03%
5,993
-760
375
$462K 0.03%
2,632
-5,631
13 14
15
16 17