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
101
$3.07M 0.21%
18,935
-30,242
102
$3.06M 0.21%
27,059
-5,632
103
$2.99M 0.21%
42,855
+644
104
$2.88M 0.2%
19,257
+6,083
105
$2.78M 0.19%
18,634
-3,384
106
$2.77M 0.19%
22,139
-6,919
107
$2.76M 0.19%
+62,123
108
$2.73M 0.19%
90,565
-47,602
109
$2.73M 0.19%
63,432
-18,316
110
$2.7M 0.19%
26,768
+3,150
111
$2.69M 0.19%
41,774
+8,997
112
$2.6M 0.18%
66,942
+4,869
113
$2.59M 0.18%
+56,227
114
$2.58M 0.18%
7,620
-5,952
115
$2.56M 0.18%
37,560
-658
116
$2.54M 0.18%
52,524
+32,993
117
$2.51M 0.17%
43,766
-15,563
118
$2.45M 0.17%
65,769
-21,395
119
$2.45M 0.17%
91,881
-4,453
120
$2.41M 0.17%
6,683
+368
121
$2.38M 0.17%
19,195
-191
122
$2.35M 0.16%
17,640
+1,720
123
$2.35M 0.16%
45,232
-661
124
$2.34M 0.16%
18,417
+3,983
125
$2.33M 0.16%
134,508
+288
3 4
5
6 7