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
801
$96K 0.01%
1,000
-200
802
$96K 0.01%
320
+172
803
$96K 0.01%
1,938
+1,148
804
$96K 0.01%
4,000
805
$96K 0.01%
2,891
+627
806
$95K 0.01%
1,980
-15
807
$94K 0.01%
754
-161
808
$94K 0.01%
3,150
+200
809
$94K 0.01%
1,235
+5
810
$94K 0.01%
1,115
811
$93K 0.01%
2,000
-260
812
$93K 0.01%
2,420
813
$93K 0.01%
1,134
+162
814
$93K 0.01%
2,597
+661
815
$92K 0.01%
914
-47
816
$92K 0.01%
2,625
-27,175
817
$92K 0.01%
1,334
818
$91K 0.01%
341
+162
819
$91K 0.01%
700
820
$91K 0.01%
2,000
821
$91K 0.01%
3,224
+20
822
$91K 0.01%
1,892
+607
823
$91K 0.01%
2,454
+313
824
$91K 0.01%
3,500
-2,000
825
$90K 0.01%
9,850
-1,500
31 32
33
34 35