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
1151
$8K ﹤0.01%
400
1152
$8K ﹤0.01%
135
+105
1153
$8K ﹤0.01%
61
1154
$7K ﹤0.01%
47
+15
1155
$7K ﹤0.01%
+1,000
1156
$7K ﹤0.01%
+337
1157
$7K ﹤0.01%
148
-729
1158
$7K ﹤0.01%
103
1159
$7K ﹤0.01%
100
1160
$7K ﹤0.01%
349
-25
1161
$7K ﹤0.01%
+500
1162
$7K ﹤0.01%
398
1163
$7K ﹤0.01%
61
1164
$7K ﹤0.01%
388
1165
$7K ﹤0.01%
27
+18
1166
$7K ﹤0.01%
279
+26
1167
$7K ﹤0.01%
250
1168
$7K ﹤0.01%
900
1169
$7K ﹤0.01%
249
1170
$7K ﹤0.01%
445
1171
$7K ﹤0.01%
+430
1172
$7K ﹤0.01%
+165
1173
$7K ﹤0.01%
2,025
1174
$7K ﹤0.01%
274
+11
1175
$7K ﹤0.01%
+275