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
1401
$12K ﹤0.01%
+1,210
1402
$12K ﹤0.01%
316
1403
$12K ﹤0.01%
+200
1404
$11K ﹤0.01%
+1,000
1405
$11K ﹤0.01%
+150
1406
$11K ﹤0.01%
300
1407
$11K ﹤0.01%
300
1408
$11K ﹤0.01%
+93
1409
$11K ﹤0.01%
700
1410
$11K ﹤0.01%
81
+44
1411
$11K ﹤0.01%
300
1412
$11K ﹤0.01%
743
+674
1413
$11K ﹤0.01%
700
1414
$11K ﹤0.01%
238
1415
$11K ﹤0.01%
652
1416
$11K ﹤0.01%
500
1417
$11K ﹤0.01%
200
-130
1418
$11K ﹤0.01%
141
1419
$11K ﹤0.01%
340
1420
$11K ﹤0.01%
757
+257
1421
$11K ﹤0.01%
112
+49
1422
$11K ﹤0.01%
+300
1423
$11K ﹤0.01%
1,500
1424
$11K ﹤0.01%
+600
1425
$11K ﹤0.01%
1,000