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
901
$70K ﹤0.01%
2,700
-100
902
$70K ﹤0.01%
99
903
$69K ﹤0.01%
550
904
$69K ﹤0.01%
2,054
+668
905
$69K ﹤0.01%
277
906
$69K ﹤0.01%
482
907
$69K ﹤0.01%
2,242
908
$68K ﹤0.01%
841
+752
909
$68K ﹤0.01%
840
910
$68K ﹤0.01%
+988
911
$68K ﹤0.01%
3,075
+2,925
912
$67K ﹤0.01%
682
913
$67K ﹤0.01%
700
914
$67K ﹤0.01%
2,150
915
$67K ﹤0.01%
+1,015
916
$67K ﹤0.01%
494
+69
917
$66K ﹤0.01%
3,485
+7
918
$65K ﹤0.01%
4,700
919
$65K ﹤0.01%
941
-8,255
920
$65K ﹤0.01%
794
-101
921
$65K ﹤0.01%
5,075
+750
922
$64K ﹤0.01%
405
+375
923
$64K ﹤0.01%
351
+176
924
$64K ﹤0.01%
+987
925
$64K ﹤0.01%
3,018
+8
35 36
37
38 39