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
851
$84K 0.01%
800
852
$83K 0.01%
865
853
$82K 0.01%
2,025
+75
854
$82K 0.01%
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$81K 0.01%
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856
$81K 0.01%
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857
$81K 0.01%
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-18
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$81K 0.01%
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859
$80K 0.01%
2,190
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860
$80K 0.01%
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861
$79K 0.01%
1,653
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862
$79K 0.01%
2,668
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863
$79K 0.01%
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864
$79K 0.01%
+1,860
865
$78K 0.01%
375
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866
$78K 0.01%
5,128
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867
$78K 0.01%
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$77K 0.01%
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$77K 0.01%
1,614
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871
$77K 0.01%
128
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872
$77K 0.01%
698
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873
$77K 0.01%
3,731
874
$77K 0.01%
1,664
+1,382
875
$77K 0.01%
836
-34
33 34
35
36 37