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
1451
$10K ﹤0.01%
260
1452
$10K ﹤0.01%
+112
1453
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200
1454
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37
-546
1455
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435
1456
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200
1457
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135
+120
1458
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99
-72
1459
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400
1460
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258
1461
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459
1462
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1463
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59
+8
1464
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102
+100
1465
$9K ﹤0.01%
540
1466
$9K ﹤0.01%
108
+8
1467
$9K ﹤0.01%
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1468
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1,100
1469
$9K ﹤0.01%
+244
1470
$9K ﹤0.01%
82
1471
$9K ﹤0.01%
283
-83
1472
$9K ﹤0.01%
+216
1473
$9K ﹤0.01%
+152
1474
$9K ﹤0.01%
246
1475
$9K ﹤0.01%
1,100
57 58
59
60 61