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
976
$54K ﹤0.01%
1,371
-10
977
$54K ﹤0.01%
819
978
$54K ﹤0.01%
660
-19
979
$54K ﹤0.01%
924
+200
980
$53K ﹤0.01%
+460
981
$53K ﹤0.01%
1,678
-148
982
$53K ﹤0.01%
3,391
-300
983
$53K ﹤0.01%
+1,609
984
$53K ﹤0.01%
1,673
985
$53K ﹤0.01%
1,101
986
$53K ﹤0.01%
2,267
+137
987
$53K ﹤0.01%
1,182
+100
988
$52K ﹤0.01%
1,045
-279
989
$52K ﹤0.01%
+1,200
990
$52K ﹤0.01%
430
+30
991
$52K ﹤0.01%
584
-414
992
$52K ﹤0.01%
1,183
993
$52K ﹤0.01%
800
994
$51K ﹤0.01%
721
+11
995
$51K ﹤0.01%
995
-43
996
$51K ﹤0.01%
2,956
+22
997
$51K ﹤0.01%
1,164
998
$51K ﹤0.01%
192
999
$51K ﹤0.01%
1,402
+856
1000
$51K ﹤0.01%
1,100
38 39
40
41 42