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
1601
$5K ﹤0.01%
+19
1602
$5K ﹤0.01%
149
-1,678
1603
$5K ﹤0.01%
162
1604
$5K ﹤0.01%
200
1605
$5K ﹤0.01%
53
1606
$5K ﹤0.01%
29
1607
$5K ﹤0.01%
80
+49
1608
$5K ﹤0.01%
250
1609
$5K ﹤0.01%
+100
1610
$5K ﹤0.01%
57
1611
$5K ﹤0.01%
200
1612
$5K ﹤0.01%
200
1613
$5K ﹤0.01%
+313
1614
$5K ﹤0.01%
300
1615
$5K ﹤0.01%
225
-25
1616
$5K ﹤0.01%
133
-684
1617
$5K ﹤0.01%
+138
1618
$5K ﹤0.01%
53
1619
$5K ﹤0.01%
+750
1620
$5K ﹤0.01%
+50
1621
$5K ﹤0.01%
450
1622
$5K ﹤0.01%
500
1623
$5K ﹤0.01%
+87
1624
$5K ﹤0.01%
546
1625
$5K ﹤0.01%
109
63 64
65
66 67