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
626
$171K 0.01%
2,108
+500
627
$171K 0.01%
552
+164
628
$170K 0.01%
4,489
+2,250
629
$169K 0.01%
1,310
-2,536
630
$169K 0.01%
16,936
631
$169K 0.01%
564
-10
632
$168K 0.01%
2,070
+41
633
$168K 0.01%
1,650
+500
634
$168K 0.01%
600
+450
635
$167K 0.01%
14,730
-8,709
636
$166K 0.01%
1,390
-183
637
$165K 0.01%
1,138
+3
638
$165K 0.01%
690
+450
639
$164K 0.01%
696
-65
640
$164K 0.01%
3,280
-20
641
$163K 0.01%
2,949
+2,604
642
$162K 0.01%
7,491
+2,339
643
$162K 0.01%
700
-534
644
$160K 0.01%
881
-350
645
$159K 0.01%
3,173
+302
646
$159K 0.01%
2,793
+196
647
$159K 0.01%
1,023
-30
648
$159K 0.01%
356
-1,820
649
$159K 0.01%
3,472
+555
650
$158K 0.01%
4,685
24 25
26
27 28