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
1101
$34K ﹤0.01%
700
1102
$34K ﹤0.01%
680
1103
$34K ﹤0.01%
1,097
1104
$34K ﹤0.01%
530
+450
1105
$34K ﹤0.01%
944
1106
$34K ﹤0.01%
+170
1107
$34K ﹤0.01%
535
-10
1108
$34K ﹤0.01%
105
-34
1109
$33K ﹤0.01%
400
-9,735
1110
$33K ﹤0.01%
560
+160
1111
$33K ﹤0.01%
2,600
1112
$33K ﹤0.01%
235
-303
1113
$33K ﹤0.01%
672
+12
1114
$33K ﹤0.01%
2,400
1115
$33K ﹤0.01%
277
-22
1116
$33K ﹤0.01%
140
+33
1117
$33K ﹤0.01%
2,001
+1,000
1118
$33K ﹤0.01%
414
-300
1119
$33K ﹤0.01%
+1,018
1120
$33K ﹤0.01%
258
-1,038
1121
$33K ﹤0.01%
+357
1122
$32K ﹤0.01%
572
-348
1123
$32K ﹤0.01%
921
+834
1124
$32K ﹤0.01%
+400
1125
$32K ﹤0.01%
2,910
-12
43 44
45
46 47