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
1026
$46K ﹤0.01%
+402
1027
$46K ﹤0.01%
870
-266
1028
$46K ﹤0.01%
1,018
+16
1029
$45K ﹤0.01%
630
1030
$45K ﹤0.01%
394
1031
$45K ﹤0.01%
1,182
1032
$45K ﹤0.01%
4,017
1033
$45K ﹤0.01%
+261
1034
$44K ﹤0.01%
177
1035
$44K ﹤0.01%
212
+194
1036
$44K ﹤0.01%
768
1037
$44K ﹤0.01%
270
-308
1038
$44K ﹤0.01%
105
-15
1039
$44K ﹤0.01%
602
-140
1040
$44K ﹤0.01%
2,144
1041
$44K ﹤0.01%
+509
1042
$43K ﹤0.01%
+151
1043
$43K ﹤0.01%
+1,100
1044
$43K ﹤0.01%
1,300
-100
1045
$43K ﹤0.01%
90
1046
$43K ﹤0.01%
450
1047
$43K ﹤0.01%
1,376
-86
1048
$43K ﹤0.01%
238
+172
1049
$43K ﹤0.01%
1,707
1050
$42K ﹤0.01%
1,941
+175
40 41
42
43 44