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
1476
$9K ﹤0.01%
1,709
-2,300
1477
$9K ﹤0.01%
133
1478
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762
1479
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126
1480
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435
1481
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154
+1
1482
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182
1483
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+300
1484
$9K ﹤0.01%
279
+274
1485
$9K ﹤0.01%
1,975
1486
$9K ﹤0.01%
200
1487
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37
-184
1488
$8K ﹤0.01%
750
1489
$8K ﹤0.01%
+317
1490
$8K ﹤0.01%
329
+33
1491
$8K ﹤0.01%
110
-22
1492
$8K ﹤0.01%
4
1493
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1494
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200
1495
$8K ﹤0.01%
+285
1496
$8K ﹤0.01%
252
1497
$8K ﹤0.01%
215
1498
$8K ﹤0.01%
365
1499
$8K ﹤0.01%
3,103
1500
$8K ﹤0.01%
237