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
751
$110K 0.01%
+3,094
752
$110K 0.01%
901
+202
753
$109K 0.01%
4,416
754
$109K 0.01%
4,700
755
$109K 0.01%
+3,660
756
$109K 0.01%
1,730
757
$109K 0.01%
1,982
758
$109K 0.01%
8,000
759
$108K 0.01%
687
-1,458
760
$108K 0.01%
2,525
+7
761
$108K 0.01%
4,554
+4,515
762
$107K 0.01%
+1,599
763
$106K 0.01%
1,572
764
$106K 0.01%
4,070
-2,168
765
$106K 0.01%
1,774
+1,765
766
$106K 0.01%
714
+498
767
$105K 0.01%
2,014
-20,266
768
$105K 0.01%
800
769
$105K 0.01%
3,410
+327
770
$105K 0.01%
1,029
771
$105K 0.01%
7,600
772
$104K 0.01%
3,122
-1,520
773
$104K 0.01%
2,007
774
$104K 0.01%
1,425
+500
775
$103K 0.01%
2,139
-75
29 30
31
32 33