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
1576
$6K ﹤0.01%
52
1577
$6K ﹤0.01%
+60
1578
$6K ﹤0.01%
1,000
1579
$6K ﹤0.01%
224
-1,573
1580
$6K ﹤0.01%
64
1581
$6K ﹤0.01%
700
1582
$6K ﹤0.01%
27
1583
$6K ﹤0.01%
79
-236
1584
$6K ﹤0.01%
53
+6
1585
$6K ﹤0.01%
364
+3
1586
$6K ﹤0.01%
350
1587
$6K ﹤0.01%
250
1588
$5K ﹤0.01%
66
1589
$5K ﹤0.01%
3
1590
$5K ﹤0.01%
131
1591
$5K ﹤0.01%
+47
1592
$5K ﹤0.01%
+117
1593
$5K ﹤0.01%
+16
1594
$5K ﹤0.01%
170
1595
$5K ﹤0.01%
500
1596
$5K ﹤0.01%
394
1597
$5K ﹤0.01%
90
+64
1598
$5K ﹤0.01%
50
1599
$5K ﹤0.01%
+82
1600
$5K ﹤0.01%
+59
62 63
64
65 66