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
1276
$18K ﹤0.01%
1,500
1277
$18K ﹤0.01%
+249
1278
$18K ﹤0.01%
617
-44,116
1279
$18K ﹤0.01%
496
-12,005
1280
$18K ﹤0.01%
85
1281
$17K ﹤0.01%
6,000
1282
$17K ﹤0.01%
416
1283
$17K ﹤0.01%
450
1284
$17K ﹤0.01%
1,040
-415
1285
$17K ﹤0.01%
900
1286
$17K ﹤0.01%
415
+385
1287
$17K ﹤0.01%
525
1288
$17K ﹤0.01%
200
1289
$17K ﹤0.01%
338
1290
$17K ﹤0.01%
500
1291
$17K ﹤0.01%
1,170
+670
1292
$17K ﹤0.01%
185
1293
$17K ﹤0.01%
275
1294
$17K ﹤0.01%
1,155
1295
$17K ﹤0.01%
245
-13,416
1296
$17K ﹤0.01%
100
1297
$17K ﹤0.01%
210
1298
$17K ﹤0.01%
64
-99
1299
$17K ﹤0.01%
1,692
1300
$16K ﹤0.01%
796
50 51
52
53 54