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
926
$64K ﹤0.01%
6,000
927
$64K ﹤0.01%
492
928
$64K ﹤0.01%
959
+405
929
$63K ﹤0.01%
1,628
-1,001
930
$63K ﹤0.01%
2,450
931
$62K ﹤0.01%
3,000
932
$62K ﹤0.01%
600
933
$62K ﹤0.01%
1,800
+800
934
$62K ﹤0.01%
+8,000
935
$61K ﹤0.01%
555
+270
936
$61K ﹤0.01%
+1,525
937
$61K ﹤0.01%
1,106
+2
938
$61K ﹤0.01%
1,224
+48
939
$60K ﹤0.01%
2,500
+500
940
$60K ﹤0.01%
+1,200
941
$60K ﹤0.01%
1,000
-607
942
$60K ﹤0.01%
891
+4
943
$60K ﹤0.01%
1,384
+83
944
$60K ﹤0.01%
579
-81
945
$60K ﹤0.01%
3,785
946
$60K ﹤0.01%
4,414
-271
947
$60K ﹤0.01%
3,357
+786
948
$60K ﹤0.01%
1,241
+27
949
$59K ﹤0.01%
987
+161
950
$59K ﹤0.01%
2,050
+950
36 37
38
39 40