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
1426
$10K ﹤0.01%
+200
1427
$10K ﹤0.01%
+75
1428
$10K ﹤0.01%
322
-884
1429
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+300
1430
$10K ﹤0.01%
235
-569
1431
$10K ﹤0.01%
163
1432
$10K ﹤0.01%
310
+255
1433
$10K ﹤0.01%
197
1434
$10K ﹤0.01%
273
1435
$10K ﹤0.01%
208
1436
$10K ﹤0.01%
300
1437
$10K ﹤0.01%
398
1438
$10K ﹤0.01%
+300
1439
$10K ﹤0.01%
+25
1440
$10K ﹤0.01%
+356
1441
$10K ﹤0.01%
200
1442
$10K ﹤0.01%
+110
1443
$10K ﹤0.01%
+492
1444
$10K ﹤0.01%
+400
1445
$10K ﹤0.01%
+125
1446
$10K ﹤0.01%
234
+194
1447
$10K ﹤0.01%
+695
1448
$10K ﹤0.01%
220
1449
$10K ﹤0.01%
350
1450
$10K ﹤0.01%
863
56 57
58
59 60