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
451
$317K 0.02%
19,750
+1,650
452
$311K 0.02%
3,396
-510
453
$311K 0.02%
5,210
454
$311K 0.02%
13,650
+1,200
455
$311K 0.02%
8,702
-179
456
$310K 0.02%
21,200
+1,000
457
$307K 0.02%
8,023
+562
458
$306K 0.02%
915
459
$306K 0.02%
4,012
460
$306K 0.02%
2,200
461
$305K 0.02%
1,820
+45
462
$302K 0.02%
1,984
+879
463
$302K 0.02%
2,593
+54
464
$301K 0.02%
18,800
+1,000
465
$300K 0.02%
20,350
+1,000
466
$299K 0.02%
5,960
467
$292K 0.02%
1,506
+60
468
$288K 0.02%
9,729
+14
469
$285K 0.02%
7,048
+461
470
$284K 0.02%
7,590
471
$284K 0.02%
5,659
-37
472
$284K 0.02%
6,704
+2,872
473
$284K 0.02%
11,196
-651
474
$279K 0.02%
5,138
+125
475
$278K 0.02%
5,767
-86
17 18
19
20 21