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
651
$157K 0.01%
3,360
652
$156K 0.01%
8,128
653
$156K 0.01%
1,030
+880
654
$156K 0.01%
1,945
655
$155K 0.01%
637
+538
656
$155K 0.01%
1,886
+1,150
657
$155K 0.01%
512
+12
658
$154K 0.01%
1,508
+176
659
$154K 0.01%
1,080
-604
660
$153K 0.01%
+5,000
661
$153K 0.01%
1,321
662
$153K 0.01%
585
+423
663
$152K 0.01%
1,520
+7
664
$152K 0.01%
2,499
+828
665
$152K 0.01%
4,175
-405
666
$151K 0.01%
2,816
-842
667
$151K 0.01%
298
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668
$149K 0.01%
3,550
-10,641
669
$147K 0.01%
2,748
670
$147K 0.01%
17,109
+9
671
$147K 0.01%
3,900
-400
672
$146K 0.01%
3,350
+1,200
673
$146K 0.01%
4,025
+8
674
$145K 0.01%
566
+215
675
$143K 0.01%
2,707
+2,529
25 26
27
28 29