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
576
$201K 0.01%
1,546
577
$201K 0.01%
1,039
+130
578
$201K 0.01%
1,026
+160
579
$200K 0.01%
2,715
-337
580
$200K 0.01%
8,320
+2,235
581
$199K 0.01%
534
+134
582
$199K 0.01%
1,759
+775
583
$199K 0.01%
4,885
+1
584
$199K 0.01%
7,288
-771
585
$197K 0.01%
3,983
+385
586
$195K 0.01%
4,620
+1,080
587
$194K 0.01%
2,593
-1,010
588
$194K 0.01%
2,367
+1,104
589
$193K 0.01%
2,558
+279
590
$193K 0.01%
1,943
+31
591
$193K 0.01%
2,449
+494
592
$193K 0.01%
3,058
+1,684
593
$192K 0.01%
1,195
-19,256
594
$192K 0.01%
896
+843
595
$191K 0.01%
+3,797
596
$190K 0.01%
2,026
+49
597
$188K 0.01%
41,100
-7,000
598
$187K 0.01%
7,373
599
$186K 0.01%
1,655
-5,162
600
$185K 0.01%
2,502
-360
22 23
24
25 26