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
1351
$14K ﹤0.01%
165
-8
1352
$14K ﹤0.01%
313
1353
$14K ﹤0.01%
500
1354
$14K ﹤0.01%
23
+4
1355
$14K ﹤0.01%
750
1356
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+125
1357
$14K ﹤0.01%
100
1358
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310
-18
1359
$14K ﹤0.01%
3,813
1360
$14K ﹤0.01%
900
+500
1361
$14K ﹤0.01%
+600
1362
$14K ﹤0.01%
279
1363
$14K ﹤0.01%
423
+41
1364
$14K ﹤0.01%
900
1365
$14K ﹤0.01%
745
1366
$14K ﹤0.01%
+124
1367
$13K ﹤0.01%
300
1368
$13K ﹤0.01%
275
1369
$13K ﹤0.01%
363
-10
1370
$13K ﹤0.01%
470
1371
$13K ﹤0.01%
300
1372
$13K ﹤0.01%
341
+20
1373
$13K ﹤0.01%
348
1374
$13K ﹤0.01%
120
-139
1375
$13K ﹤0.01%
248
53 54
55
56 57