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
1301
$16K ﹤0.01%
539
+100
1302
$16K ﹤0.01%
604
1303
$16K ﹤0.01%
450
+200
1304
$16K ﹤0.01%
249
1305
$16K ﹤0.01%
24
+5
1306
$16K ﹤0.01%
143
-1
1307
$16K ﹤0.01%
+378
1308
$16K ﹤0.01%
+100
1309
$16K ﹤0.01%
378
+5
1310
$16K ﹤0.01%
1,245
1311
$16K ﹤0.01%
224
1312
$16K ﹤0.01%
509
1313
$16K ﹤0.01%
228
1314
$16K ﹤0.01%
740
1315
$16K ﹤0.01%
416
-4
1316
$16K ﹤0.01%
1,150
1317
$16K ﹤0.01%
702
+100
1318
$16K ﹤0.01%
108
+6
1319
$16K ﹤0.01%
86
1320
$16K ﹤0.01%
1,000
1321
$15K ﹤0.01%
1,044
1322
$15K ﹤0.01%
+700
1323
$15K ﹤0.01%
589
1324
$15K ﹤0.01%
278
1325
$15K ﹤0.01%
581
51 52
53
54 55