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
951
$59K ﹤0.01%
756
+236
952
$59K ﹤0.01%
749
953
$59K ﹤0.01%
2,145
+43
954
$59K ﹤0.01%
731
955
$59K ﹤0.01%
1,207
956
$58K ﹤0.01%
816
957
$58K ﹤0.01%
+1,800
958
$58K ﹤0.01%
1,600
+1,300
959
$58K ﹤0.01%
3,974
+130
960
$58K ﹤0.01%
450
961
$58K ﹤0.01%
2,035
962
$58K ﹤0.01%
3,066
963
$57K ﹤0.01%
3,000
964
$57K ﹤0.01%
4,660
965
$57K ﹤0.01%
934
+710
966
$57K ﹤0.01%
1,145
+1,086
967
$56K ﹤0.01%
+2,745
968
$56K ﹤0.01%
529
969
$56K ﹤0.01%
1,650
-25
970
$56K ﹤0.01%
2,178
-69,845
971
$56K ﹤0.01%
139
+100
972
$55K ﹤0.01%
1,066
973
$55K ﹤0.01%
3,300
974
$55K ﹤0.01%
1,333
+37
975
$54K ﹤0.01%
203
37 38
39
40 41