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
1626
$5K ﹤0.01%
115
1627
$5K ﹤0.01%
304
1628
$5K ﹤0.01%
225
1629
$5K ﹤0.01%
134
1630
$5K ﹤0.01%
527
1631
$5K ﹤0.01%
+30
1632
$5K ﹤0.01%
139
-13
1633
$5K ﹤0.01%
+152
1634
$5K ﹤0.01%
32
-7,088
1635
$4K ﹤0.01%
41
+6
1636
$4K ﹤0.01%
50
1637
$4K ﹤0.01%
112
+7
1638
$4K ﹤0.01%
50
-3,705
1639
$4K ﹤0.01%
60
1640
$4K ﹤0.01%
191
1641
$4K ﹤0.01%
170
1642
$4K ﹤0.01%
47
1643
$4K ﹤0.01%
125
1644
$4K ﹤0.01%
+50
1645
$4K ﹤0.01%
267
-374
1646
$4K ﹤0.01%
443
1647
$4K ﹤0.01%
450
1648
$4K ﹤0.01%
100
1649
$4K ﹤0.01%
+176
1650
$4K ﹤0.01%
+50
64 65
66
67 68