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
1051
$42K ﹤0.01%
64
1052
$42K ﹤0.01%
700
-1,544
1053
$41K ﹤0.01%
169
-3,056
1054
$41K ﹤0.01%
1,088
1055
$41K ﹤0.01%
+950
1056
$41K ﹤0.01%
1,119
+1
1057
$41K ﹤0.01%
1,295
+1,245
1058
$41K ﹤0.01%
4,916
+1,000
1059
$41K ﹤0.01%
1,643
+201
1060
$41K ﹤0.01%
+474
1061
$41K ﹤0.01%
2,636
-250
1062
$40K ﹤0.01%
300
1063
$40K ﹤0.01%
3,830
+83
1064
$40K ﹤0.01%
284
+272
1065
$40K ﹤0.01%
1,550
1066
$40K ﹤0.01%
265
1067
$39K ﹤0.01%
137
+36
1068
$39K ﹤0.01%
1,804
1069
$39K ﹤0.01%
1,547
+67
1070
$39K ﹤0.01%
99
-1
1071
$39K ﹤0.01%
1,613
+733
1072
$39K ﹤0.01%
358
1073
$39K ﹤0.01%
2,723
1074
$38K ﹤0.01%
639
1075
$38K ﹤0.01%
4,700
41 42
43
44 45