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
51
$6.01M 0.42%
221,688
-5,620
52
$6.01M 0.42%
109,752
+3,079
53
$5.98M 0.42%
17,608
+2,159
54
$5.96M 0.41%
101,307
+2,547
55
$5.95M 0.41%
53,048
+305
56
$5.79M 0.4%
298,954
-15,410
57
$5.78M 0.4%
78,366
+59,232
58
$5.69M 0.4%
22,011
-61,674
59
$5.67M 0.39%
306,568
-8,720
60
$5.41M 0.38%
24,361
-495
61
$5.4M 0.38%
37,146
+827
62
$5.23M 0.36%
70,258
+3,619
63
$5.05M 0.35%
24,226
-4,439
64
$5.03M 0.35%
31,168
-15,401
65
$4.88M 0.34%
78,121
-786
66
$4.85M 0.34%
41,037
+9,544
67
$4.79M 0.33%
8,384
-5,870
68
$4.74M 0.33%
41,259
+12,515
69
$4.65M 0.32%
20,337
-3,007
70
$4.65M 0.32%
224,540
+13,500
71
$4.65M 0.32%
17,041
-8,914
72
$4.65M 0.32%
96,109
+5,483
73
$4.58M 0.32%
179,244
-4,101
74
$4.53M 0.32%
83,827
-43,866
75
$4.38M 0.3%
70,862
-781
1 2
3
4 5