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
1001
$51K ﹤0.01%
534
1002
$50K ﹤0.01%
116
1003
$50K ﹤0.01%
754
+372
1004
$50K ﹤0.01%
960
+930
1005
$50K ﹤0.01%
1,562
+86
1006
$50K ﹤0.01%
2,368
+27
1007
$49K ﹤0.01%
1,477
-186
1008
$49K ﹤0.01%
330
+14
1009
$49K ﹤0.01%
153
+120
1010
$49K ﹤0.01%
139
-95
1011
$49K ﹤0.01%
16,089
-5,258
1012
$48K ﹤0.01%
+2,300
1013
$48K ﹤0.01%
+400
1014
$48K ﹤0.01%
730
+120
1015
$48K ﹤0.01%
2,042
+1,855
1016
$48K ﹤0.01%
1,200
1017
$48K ﹤0.01%
928
1018
$48K ﹤0.01%
110
-726
1019
$48K ﹤0.01%
500
1020
$48K ﹤0.01%
276
-93
1021
$48K ﹤0.01%
600
1022
$47K ﹤0.01%
60
-295
1023
$47K ﹤0.01%
577
-8,315
1024
$47K ﹤0.01%
230
-4,281
1025
$46K ﹤0.01%
831
39 40
41
42 43