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
401
$420K 0.03%
779
+58
402
$420K 0.03%
4,955
+183
403
$414K 0.03%
1,406
-1,108
404
$413K 0.03%
19,358
-435
405
$410K 0.03%
5,858
-1,327
406
$408K 0.03%
7,876
-13,642
407
$408K 0.03%
23,830
408
$408K 0.03%
61,332
+88
409
$406K 0.03%
1,450
+221
410
$402K 0.03%
24,026
+1,000
411
$398K 0.03%
3,466
+2,851
412
$394K 0.03%
13,566
413
$389K 0.03%
23,150
-1,000
414
$388K 0.03%
23,800
+300
415
$384K 0.03%
3,936
+258
416
$377K 0.03%
5,305
+800
417
$376K 0.03%
7,298
+1,861
418
$375K 0.03%
5,982
+5,934
419
$374K 0.03%
16,378
-1,522
420
$374K 0.03%
599
-504
421
$372K 0.03%
5,969
+2,475
422
$370K 0.03%
10,092
-8,516
423
$368K 0.03%
12,915
424
$366K 0.03%
1,902
-5,325
425
$365K 0.03%
11,689
-68,429
15 16
17
18 19