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
1501
$8K ﹤0.01%
50
1502
$8K ﹤0.01%
1,100
-3,109
1503
$8K ﹤0.01%
100
1504
$8K ﹤0.01%
170
+100
1505
$8K ﹤0.01%
104
+1
1506
$8K ﹤0.01%
270
1507
$8K ﹤0.01%
400
1508
$8K ﹤0.01%
58
-491
1509
$8K ﹤0.01%
+279
1510
$8K ﹤0.01%
395
1511
$8K ﹤0.01%
108
1512
$8K ﹤0.01%
+94
1513
$8K ﹤0.01%
+120
1514
$8K ﹤0.01%
850
1515
$8K ﹤0.01%
+625
1516
$8K ﹤0.01%
1,100
1517
$8K ﹤0.01%
1,400
1518
$8K ﹤0.01%
185
1519
$8K ﹤0.01%
400
1520
$8K ﹤0.01%
+1,500
1521
$7K ﹤0.01%
381
1522
$7K ﹤0.01%
39
+9
1523
$7K ﹤0.01%
700
1524
$7K ﹤0.01%
248
1525
$7K ﹤0.01%
+25
59 60
61
62 63