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
501
$257K 0.02%
8,489
502
$257K 0.02%
2,898
+260
503
$255K 0.02%
4,550
+3,086
504
$255K 0.02%
1,995
-33
505
$253K 0.02%
+2,345
506
$252K 0.02%
1,263
-230
507
$252K 0.02%
803
+171
508
$251K 0.02%
5,180
-220
509
$251K 0.02%
2,520
-40
510
$251K 0.02%
4,067
+807
511
$249K 0.02%
13,046
+1,000
512
$249K 0.02%
1,132
-3,390
513
$247K 0.02%
6,779
+2,836
514
$247K 0.02%
8,236
+6,846
515
$246K 0.02%
4,473
+25
516
$245K 0.02%
17,700
+1,000
517
$245K 0.02%
1,763
+250
518
$244K 0.02%
3,379
+275
519
$244K 0.02%
13,546
+800
520
$244K 0.02%
1,267
-25
521
$243K 0.02%
2,329
+2,259
522
$243K 0.02%
+4,294
523
$243K 0.02%
16,350
+1,000
524
$243K 0.02%
4,696
+3,412
525
$243K 0.02%
38,680
+1,000
19 20
21
22 23