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
$724M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,523
New
Increased
Reduced
Closed

Top Sells

1 +$3.1M
2 +$2.85M
3 +$2.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.46M
5
SBUX icon
Starbucks
SBUX
+$2.41M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.23%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$9K ﹤0.01%
1,000
1127
$9K ﹤0.01%
113
1128
$9K ﹤0.01%
+119
1129
$9K ﹤0.01%
424
-120
1130
$9K ﹤0.01%
3,180
1131
$9K ﹤0.01%
+500
1132
$8K ﹤0.01%
68
1133
$8K ﹤0.01%
79
1134
$8K ﹤0.01%
+546
1135
$8K ﹤0.01%
151
1136
$8K ﹤0.01%
124
1137
$8K ﹤0.01%
54
1138
$8K ﹤0.01%
442
1139
$8K ﹤0.01%
135
1140
$8K ﹤0.01%
+500
1141
$8K ﹤0.01%
+89
1142
$8K ﹤0.01%
435
1143
$8K ﹤0.01%
2,000
1144
$8K ﹤0.01%
+360
1145
$8K ﹤0.01%
91
1146
$8K ﹤0.01%
68
-11,513
1147
$8K ﹤0.01%
156
1148
$8K ﹤0.01%
145
1149
$8K ﹤0.01%
100
1150
$8K ﹤0.01%
357