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
526
$242K 0.02%
1,746
+100
527
$241K 0.02%
2,825
-1,431
528
$241K 0.02%
2,390
+714
529
$240K 0.02%
+18,105
530
$240K 0.02%
4,115
+130
531
$239K 0.02%
+366
532
$237K 0.02%
1,116
+242
533
$236K 0.02%
1,366
+791
534
$235K 0.02%
832
+22
535
$235K 0.02%
5,730
+100
536
$235K 0.02%
580
-8,881
537
$235K 0.02%
15,540
538
$235K 0.02%
3,020
539
$234K 0.02%
15,430
+8,988
540
$233K 0.02%
6,388
-56,351
541
$232K 0.02%
5,505
542
$231K 0.02%
7,656
+44
543
$230K 0.02%
1,327
-184
544
$229K 0.02%
4,536
-693
545
$228K 0.02%
3,893
-320
546
$228K 0.02%
2,942
-2
547
$225K 0.02%
+1,272
548
$225K 0.02%
13,427
+2,120
549
$225K 0.02%
831
+18
550
$225K 0.02%
1,791
+1,128
20 21
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