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
476
$278K 0.02%
12,831
+1,296
477
$278K 0.02%
4,037
+125
478
$277K 0.02%
17,893
+595
479
$276K 0.02%
16,400
480
$274K 0.02%
6,003
+76
481
$274K 0.02%
11,090
+1,041
482
$273K 0.02%
1,836
+623
483
$273K 0.02%
15,942
+230
484
$273K 0.02%
9,075
+5,990
485
$272K 0.02%
1,904
+50
486
$271K 0.02%
2,574
487
$270K 0.02%
30,214
-717
488
$270K 0.02%
1,060
-2,191
489
$270K 0.02%
14,055
+2,250
490
$269K 0.02%
2,648
+187
491
$268K 0.02%
2,000
492
$267K 0.02%
2,130
+790
493
$266K 0.02%
2,187
-378
494
$264K 0.02%
1,031
-418
495
$264K 0.02%
17,850
+1,000
496
$263K 0.02%
10,698
+3,400
497
$263K 0.02%
2,052
498
$262K 0.02%
726
-40
499
$260K 0.02%
12,907
500
$259K 0.02%
4,027
-251
18 19
20
21 22