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
601
$185K 0.01%
+5,741
602
$184K 0.01%
19,247
-4,819
603
$184K 0.01%
5,648
-118,120
604
$183K 0.01%
370
+3
605
$183K 0.01%
4,212
+122
606
$180K 0.01%
4,040
+3,120
607
$180K 0.01%
1,189
+1,101
608
$179K 0.01%
4,507
+1,793
609
$177K 0.01%
5,584
610
$177K 0.01%
2,926
-39
611
$177K 0.01%
2,955
-288
612
$176K 0.01%
4,134
+7
613
$176K 0.01%
2,272
+615
614
$174K 0.01%
1,700
615
$174K 0.01%
3,110
+1,117
616
$174K 0.01%
2,893
+1,864
617
$174K 0.01%
+3,306
618
$174K 0.01%
1,489
+69
619
$173K 0.01%
2,117
+612
620
$173K 0.01%
11,100
+800
621
$173K 0.01%
953
-495
622
$173K 0.01%
670
623
$172K 0.01%
10,781
624
$172K 0.01%
2,829
+158
625
$172K 0.01%
1,031
+17
23 24
25
26 27