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
551
$225K 0.02%
436
-35
552
$224K 0.02%
2,352
+452
553
$224K 0.02%
6,835
554
$223K 0.02%
5,738
-1,500
555
$222K 0.02%
3,824
+159
556
$221K 0.02%
10,235
-941
557
$220K 0.02%
9,174
+22
558
$219K 0.02%
1,271
+160
559
$217K 0.02%
10,115
560
$217K 0.02%
4,890
+189
561
$217K 0.02%
8,591
+88
562
$214K 0.01%
1,936
563
$212K 0.01%
3,036
+2,768
564
$212K 0.01%
+2,511
565
$212K 0.01%
3,139
+1,668
566
$212K 0.01%
1,056
+50
567
$210K 0.01%
933
-2,101
568
$209K 0.01%
9,100
-12,116
569
$207K 0.01%
7,400
+6,400
570
$205K 0.01%
710
+510
571
$204K 0.01%
3,051
+377
572
$203K 0.01%
2,521
-227
573
$203K 0.01%
1,692
+404
574
$203K 0.01%
7,923
575
$202K 0.01%
2,308
+1,888
21 22
23
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