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
1076
$38K ﹤0.01%
61
-47
1077
$38K ﹤0.01%
+1,500
1078
$38K ﹤0.01%
1,315
+311
1079
$38K ﹤0.01%
615
1080
$38K ﹤0.01%
+490
1081
$37K ﹤0.01%
340
1082
$37K ﹤0.01%
90
+74
1083
$37K ﹤0.01%
1,650
1084
$37K ﹤0.01%
1,673
+193
1085
$37K ﹤0.01%
+250
1086
$37K ﹤0.01%
709
1087
$36K ﹤0.01%
1,103
+15
1088
$36K ﹤0.01%
375
1089
$36K ﹤0.01%
1,400
1090
$36K ﹤0.01%
300
1091
$35K ﹤0.01%
293
1092
$35K ﹤0.01%
1,770
1093
$35K ﹤0.01%
871
-543
1094
$35K ﹤0.01%
959
+10
1095
$35K ﹤0.01%
1,625
1096
$35K ﹤0.01%
1,100
1097
$35K ﹤0.01%
244
1098
$35K ﹤0.01%
1,525
-6,000
1099
$34K ﹤0.01%
900
1100
$34K ﹤0.01%
1,635
42 43
44
45 46