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
726
$119K 0.01%
407
+55
727
$119K 0.01%
2,554
728
$119K 0.01%
5,910
-4,000
729
$118K 0.01%
1,256
+123
730
$118K 0.01%
8,983
-3,028
731
$118K 0.01%
+805
732
$116K 0.01%
1,934
-48,483
733
$116K 0.01%
+2,385
734
$116K 0.01%
705
-391
735
$116K 0.01%
773
-103
736
$115K 0.01%
695
+1
737
$115K 0.01%
1,025
+13
738
$115K 0.01%
+1,672
739
$115K 0.01%
1,697
-48
740
$114K 0.01%
4,007
+697
741
$114K 0.01%
3,193
742
$113K 0.01%
2,205
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743
$113K 0.01%
1,250
-68
744
$112K 0.01%
1,208
745
$112K 0.01%
5,010
746
$112K 0.01%
4,322
+3,755
747
$112K 0.01%
2,497
-75,277
748
$111K 0.01%
804
-23
749
$111K 0.01%
1,459
+8
750
$111K 0.01%
2,180
+40
28 29
30
31 32