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
1251
$19K ﹤0.01%
+205
1252
$19K ﹤0.01%
374
+235
1253
$19K ﹤0.01%
207
1254
$19K ﹤0.01%
864
+1
1255
$19K ﹤0.01%
115
1256
$19K ﹤0.01%
+284
1257
$19K ﹤0.01%
+290
1258
$19K ﹤0.01%
586
+306
1259
$19K ﹤0.01%
356
+155
1260
$19K ﹤0.01%
346
+174
1261
$19K ﹤0.01%
350
1262
$19K ﹤0.01%
1,419
1263
$19K ﹤0.01%
220
1264
$19K ﹤0.01%
+261
1265
$19K ﹤0.01%
3,900
+800
1266
$19K ﹤0.01%
70
1267
$18K ﹤0.01%
46
+32
1268
$18K ﹤0.01%
159
1269
$18K ﹤0.01%
238
1270
$18K ﹤0.01%
+388
1271
$18K ﹤0.01%
+32
1272
$18K ﹤0.01%
1,334
1273
$18K ﹤0.01%
324
1274
$18K ﹤0.01%
236
-387
1275
$18K ﹤0.01%
+77