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
1326
$15K ﹤0.01%
383
1327
$15K ﹤0.01%
648
1328
$15K ﹤0.01%
1,200
1329
$15K ﹤0.01%
2,530
1330
$15K ﹤0.01%
204
1331
$15K ﹤0.01%
355
1332
$15K ﹤0.01%
+159
1333
$15K ﹤0.01%
+355
1334
$15K ﹤0.01%
1,515
+23
1335
$15K ﹤0.01%
651
-2,851
1336
$15K ﹤0.01%
411
1337
$15K ﹤0.01%
1,909
+186
1338
$15K ﹤0.01%
181
1339
$15K ﹤0.01%
+351
1340
$15K ﹤0.01%
32
1341
$15K ﹤0.01%
530
1342
$15K ﹤0.01%
594
1343
$15K ﹤0.01%
1,852
-456
1344
$15K ﹤0.01%
+453
1345
$15K ﹤0.01%
+1,148
1346
$15K ﹤0.01%
843
1347
$14K ﹤0.01%
479
-773
1348
$14K ﹤0.01%
500
1349
$14K ﹤0.01%
400
1350
$14K ﹤0.01%
125
52 53
54
55 56