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
1526
$7K ﹤0.01%
120
1527
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150
1528
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206
1529
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160
+1
1530
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420
+216
1531
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+70
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634
+1
1533
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1534
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1535
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1536
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1,000
1537
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604
1538
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47
-120
1539
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2
1540
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1,200
1541
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53
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1542
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1543
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400
1544
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600
1545
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+151
1546
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96
1547
$7K ﹤0.01%
+50
1548
$7K ﹤0.01%
100
1549
$7K ﹤0.01%
52
1550
$7K ﹤0.01%
288