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
126
$2.32M 0.16%
11,770
-1,110
127
$2.32M 0.16%
82,718
+389
128
$2.3M 0.16%
14,952
+1,014
129
$2.29M 0.16%
112,232
+1,138
130
$2.27M 0.16%
20,809
+3,098
131
$2.27M 0.16%
88,936
-31,984
132
$2.25M 0.16%
20,075
-7,069
133
$2.25M 0.16%
23,075
+8,593
134
$2.22M 0.15%
13,114
-4,636
135
$2.22M 0.15%
29,517
-14,395
136
$2.19M 0.15%
21,668
+21,068
137
$2.19M 0.15%
43,072
+875
138
$2.18M 0.15%
36,621
-2,755
139
$2.12M 0.15%
16,681
+12,925
140
$2.03M 0.14%
8,481
+196
141
$2.02M 0.14%
25,545
+6,084
142
$2.02M 0.14%
13,432
+257
143
$2.01M 0.14%
70,496
+66,122
144
$1.99M 0.14%
26,820
-3,561
145
$1.96M 0.14%
19,486
-1,740
146
$1.93M 0.13%
87,687
-25,885
147
$1.92M 0.13%
+58,636
148
$1.91M 0.13%
35,928
+5,373
149
$1.88M 0.13%
31,834
-37,318
150
$1.88M 0.13%
36,021
+2,015
4 5
6
7 8