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
876
$76K 0.01%
713
+363
877
$75K 0.01%
775
878
$75K 0.01%
+714
879
$75K 0.01%
500
880
$75K 0.01%
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881
$75K 0.01%
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882
$75K 0.01%
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883
$74K 0.01%
2,983
-63
884
$74K 0.01%
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885
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2,431
+1,892
886
$74K 0.01%
285
887
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1,298
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888
$73K 0.01%
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889
$73K 0.01%
3,329
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890
$73K 0.01%
575
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891
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892
$73K 0.01%
890
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$73K 0.01%
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895
$72K 0.01%
2,000
896
$71K ﹤0.01%
1,530
897
$71K ﹤0.01%
1,462
-231
898
$71K ﹤0.01%
399
+28
899
$70K ﹤0.01%
1,300
900
$70K ﹤0.01%
210
+30
34 35
36
37 38