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
1551
$7K ﹤0.01%
170
+44
1552
$6K ﹤0.01%
220
1553
$6K ﹤0.01%
+100
1554
$6K ﹤0.01%
400
1555
$6K ﹤0.01%
+400
1556
$6K ﹤0.01%
+1,000
1557
$6K ﹤0.01%
16
+7
1558
$6K ﹤0.01%
1,329
1559
$6K ﹤0.01%
+200
1560
$6K ﹤0.01%
253
-66
1561
$6K ﹤0.01%
159
+10
1562
$6K ﹤0.01%
+97
1563
$6K ﹤0.01%
224
-908
1564
$6K ﹤0.01%
+96
1565
$6K ﹤0.01%
25
1566
$6K ﹤0.01%
146
1567
$6K ﹤0.01%
26
+8
1568
$6K ﹤0.01%
+1,000
1569
$6K ﹤0.01%
154
+43
1570
$6K ﹤0.01%
23
-32
1571
$6K ﹤0.01%
+500
1572
$6K ﹤0.01%
50
1573
$6K ﹤0.01%
50
1574
$6K ﹤0.01%
561
1575
$6K ﹤0.01%
109
61 62
63
64 65