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
1151
$28K ﹤0.01%
470
1152
$28K ﹤0.01%
490
+400
1153
$28K ﹤0.01%
1,033
+333
1154
$28K ﹤0.01%
287
1155
$28K ﹤0.01%
852
1156
$28K ﹤0.01%
850
-300
1157
$28K ﹤0.01%
1,300
+4
1158
$28K ﹤0.01%
+250
1159
$27K ﹤0.01%
4,255
1160
$27K ﹤0.01%
+1,800
1161
$27K ﹤0.01%
1,113
1162
$27K ﹤0.01%
+529
1163
$27K ﹤0.01%
263
-80
1164
$27K ﹤0.01%
406
-575
1165
$27K ﹤0.01%
317
1166
$27K ﹤0.01%
678
1167
$27K ﹤0.01%
911
+318
1168
$27K ﹤0.01%
+490
1169
$27K ﹤0.01%
2,200
-480
1170
$27K ﹤0.01%
1,738
1171
$27K ﹤0.01%
2,000
1172
$27K ﹤0.01%
622
+613
1173
$27K ﹤0.01%
667
1174
$26K ﹤0.01%
+63
1175
$26K ﹤0.01%
100
-334
45 46
47
48 49