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
1201
$24K ﹤0.01%
304
1202
$24K ﹤0.01%
358
1203
$24K ﹤0.01%
432
1204
$24K ﹤0.01%
118
1205
$24K ﹤0.01%
+1,430
1206
$23K ﹤0.01%
77
-60
1207
$23K ﹤0.01%
560
1208
$23K ﹤0.01%
+1,537
1209
$23K ﹤0.01%
317
+100
1210
$23K ﹤0.01%
196
-8
1211
$23K ﹤0.01%
5,894
-6,282
1212
$23K ﹤0.01%
1,223
1213
$22K ﹤0.01%
2,501
1214
$22K ﹤0.01%
150
1215
$22K ﹤0.01%
+295
1216
$22K ﹤0.01%
400
1217
$22K ﹤0.01%
55
-2,466
1218
$22K ﹤0.01%
506
1219
$22K ﹤0.01%
66
-2,170
1220
$22K ﹤0.01%
770
1221
$22K ﹤0.01%
125
1222
$22K ﹤0.01%
1,750
1223
$22K ﹤0.01%
584
1224
$21K ﹤0.01%
31
+4
1225
$21K ﹤0.01%
162
47 48
49
50 51