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
1126
$32K ﹤0.01%
1,622
1127
$32K ﹤0.01%
13,054
1128
$31K ﹤0.01%
435
1129
$31K ﹤0.01%
+214
1130
$31K ﹤0.01%
705
+150
1131
$31K ﹤0.01%
959
+319
1132
$31K ﹤0.01%
2,000
1133
$30K ﹤0.01%
335
-1,064
1134
$30K ﹤0.01%
668
+6
1135
$30K ﹤0.01%
+620
1136
$30K ﹤0.01%
380
-2,025
1137
$30K ﹤0.01%
1,191
-11
1138
$30K ﹤0.01%
500
-300
1139
$30K ﹤0.01%
682
1140
$30K ﹤0.01%
79
+5
1141
$30K ﹤0.01%
+2,633
1142
$30K ﹤0.01%
115
1143
$29K ﹤0.01%
783
+2
1144
$29K ﹤0.01%
862
1145
$29K ﹤0.01%
2,677
1146
$29K ﹤0.01%
4,020
-3,387
1147
$29K ﹤0.01%
730
-2
1148
$29K ﹤0.01%
705
-7,245
1149
$29K ﹤0.01%
841
1150
$28K ﹤0.01%
2,200
44 45
46
47 48