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
1376
$13K ﹤0.01%
665
-532
1377
$13K ﹤0.01%
84
+75
1378
$13K ﹤0.01%
300
1379
$13K ﹤0.01%
80
1380
$13K ﹤0.01%
550
+325
1381
$13K ﹤0.01%
2,045
1382
$13K ﹤0.01%
217
+111
1383
$13K ﹤0.01%
66
+52
1384
$13K ﹤0.01%
250
+3
1385
$12K ﹤0.01%
740
1386
$12K ﹤0.01%
316
1387
$12K ﹤0.01%
61
-19
1388
$12K ﹤0.01%
108
+31
1389
$12K ﹤0.01%
123
1390
$12K ﹤0.01%
900
1391
$12K ﹤0.01%
246
+41
1392
$12K ﹤0.01%
+360
1393
$12K ﹤0.01%
326
+239
1394
$12K ﹤0.01%
295
+2
1395
$12K ﹤0.01%
187
-163
1396
$12K ﹤0.01%
620
1397
$12K ﹤0.01%
200
1398
$12K ﹤0.01%
75
+2
1399
$12K ﹤0.01%
220
1400
$12K ﹤0.01%
255
54 55
56
57 58