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
776
$102K 0.01%
8,269
-88
777
$102K 0.01%
1,600
778
$102K 0.01%
1,373
-1,806
779
$102K 0.01%
+2,500
780
$101K 0.01%
4,053
+61
781
$101K 0.01%
2,800
+2,300
782
$101K 0.01%
1,101
783
$101K 0.01%
814
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784
$101K 0.01%
2,240
+947
785
$100K 0.01%
4,200
786
$100K 0.01%
1,951
787
$100K 0.01%
5,202
788
$99K 0.01%
3,844
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789
$99K 0.01%
2,425
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790
$99K 0.01%
484
791
$99K 0.01%
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$98K 0.01%
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$98K 0.01%
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794
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2,075
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795
$98K 0.01%
620
796
$97K 0.01%
745
-15
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$97K 0.01%
1,586
-280
798
$97K 0.01%
1,832
-693
799
$97K 0.01%
5,900
800
$97K 0.01%
3,255
30 31
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