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
676
$141K 0.01%
2,406
-11,594
677
$140K 0.01%
10,925
678
$139K 0.01%
407
+11
679
$139K 0.01%
618
+118
680
$138K 0.01%
4,676
-125
681
$138K 0.01%
1,100
682
$138K 0.01%
6,251
+572
683
$137K 0.01%
2,562
+162
684
$137K 0.01%
1,700
-14
685
$136K 0.01%
1,288
-4,547
686
$136K 0.01%
2,206
+1,673
687
$135K 0.01%
1,500
688
$135K 0.01%
1,177
-511
689
$132K 0.01%
+3,450
690
$132K 0.01%
1,381
-40
691
$132K 0.01%
2,498
+613
692
$132K 0.01%
625
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693
$132K 0.01%
3,250
694
$131K 0.01%
2,964
+200
695
$130K 0.01%
791
+218
696
$130K 0.01%
1,724
+28
697
$129K 0.01%
1,079
+50
698
$129K 0.01%
3,516
699
$128K 0.01%
735
-5,114
700
$128K 0.01%
7,085
-563
26 27
28
29 30