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
376
$461K 0.03%
3,301
-2,803
377
$458K 0.03%
5,506
+285
378
$457K 0.03%
1,933
-1,949
379
$453K 0.03%
2,066
-6,926
380
$452K 0.03%
2,261
-98
381
$452K 0.03%
2,340
-403
382
$451K 0.03%
5,236
+463
383
$450K 0.03%
15,635
-245
384
$444K 0.03%
5,692
+470
385
$442K 0.03%
9,874
+256
386
$441K 0.03%
24,473
+7,876
387
$438K 0.03%
8,515
-1,010
388
$437K 0.03%
4,224
-4,821
389
$436K 0.03%
10,277
+1,127
390
$432K 0.03%
2,622
+780
391
$431K 0.03%
4,379
+2,385
392
$429K 0.03%
12,670
+32
393
$429K 0.03%
21,678
+19,097
394
$428K 0.03%
17,160
-2,170
395
$427K 0.03%
4,453
+76
396
$425K 0.03%
7,253
+1,048
397
$424K 0.03%
17,720
-1,000
398
$423K 0.03%
7,738
+3,754
399
$422K 0.03%
9,704
+82
400
$420K 0.03%
19,552
-400
14 15
16
17 18