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
1226
$21K ﹤0.01%
162
1227
$21K ﹤0.01%
750
-1,000
1228
$21K ﹤0.01%
+375
1229
$21K ﹤0.01%
+300
1230
$21K ﹤0.01%
400
1231
$21K ﹤0.01%
431
+427
1232
$21K ﹤0.01%
+2,062
1233
$21K ﹤0.01%
774
+17
1234
$21K ﹤0.01%
290
+46
1235
$21K ﹤0.01%
875
1236
$21K ﹤0.01%
329
+14
1237
$21K ﹤0.01%
618
1238
$21K ﹤0.01%
+50
1239
$20K ﹤0.01%
+275
1240
$20K ﹤0.01%
350
+250
1241
$20K ﹤0.01%
300
-310
1242
$20K ﹤0.01%
131
+31
1243
$20K ﹤0.01%
+245
1244
$20K ﹤0.01%
800
1245
$20K ﹤0.01%
105
-53
1246
$20K ﹤0.01%
1,300
-1,200
1247
$20K ﹤0.01%
+300
1248
$20K ﹤0.01%
+500
1249
$20K ﹤0.01%
2,872
1250
$20K ﹤0.01%
1,096
48 49
50
51 52