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
426
$364K 0.03%
4,281
+272
427
$364K 0.03%
5,187
+524
428
$364K 0.03%
7,544
+534
429
$364K 0.03%
5,497
+3,083
430
$361K 0.03%
16,878
-1,022
431
$359K 0.03%
24,380
+1,000
432
$359K 0.03%
28,700
+467
433
$358K 0.02%
8,830
+1,245
434
$356K 0.02%
+7,502
435
$353K 0.02%
2,271
-6,520
436
$350K 0.02%
4,831
+101
437
$349K 0.02%
2,272
+540
438
$339K 0.02%
15,665
+576
439
$336K 0.02%
3,810
440
$334K 0.02%
2,235
+53
441
$331K 0.02%
10,549
+668
442
$326K 0.02%
4,051
443
$325K 0.02%
2,146
+20
444
$324K 0.02%
1,934
+233
445
$324K 0.02%
+5,430
446
$324K 0.02%
12,975
+825
447
$324K 0.02%
193
+83
448
$322K 0.02%
1,084
449
$319K 0.02%
8,700
450
$319K 0.02%
9,794
+4
16 17
18
19 20