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
826
$90K 0.01%
1,117
827
$89K 0.01%
5,052
828
$89K 0.01%
2,939
-2,017
829
$89K 0.01%
1,777
830
$89K 0.01%
1,377
+4
831
$88K 0.01%
1,600
832
$88K 0.01%
2,250
833
$88K 0.01%
1,020
-2,319
834
$87K 0.01%
722
835
$87K 0.01%
778
+47
836
$87K 0.01%
623
837
$87K 0.01%
2,031
+156
838
$86K 0.01%
+777
839
$86K 0.01%
9,208
-3,001
840
$86K 0.01%
372
+86
841
$86K 0.01%
1,010
+10
842
$86K 0.01%
808
843
$85K 0.01%
766
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844
$85K 0.01%
4,048
-14,756
845
$85K 0.01%
2,148
846
$84K 0.01%
799
+329
847
$84K 0.01%
1,155
-3
848
$84K 0.01%
880
849
$84K 0.01%
3,100
850
$84K 0.01%
426
32 33
34
35 36