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
1651
$4K ﹤0.01%
90
1652
$4K ﹤0.01%
210
1653
$4K ﹤0.01%
35
1654
$4K ﹤0.01%
100
1655
$4K ﹤0.01%
250
-450
1656
$4K ﹤0.01%
737
1657
$4K ﹤0.01%
89
+74
1658
$4K ﹤0.01%
30
-12
1659
$4K ﹤0.01%
+147
1660
$4K ﹤0.01%
2
-1
1661
$4K ﹤0.01%
200
1662
$4K ﹤0.01%
133
1663
$4K ﹤0.01%
+47
1664
$4K ﹤0.01%
103
1665
$4K ﹤0.01%
+102
1666
$4K ﹤0.01%
300
1667
$4K ﹤0.01%
258
1668
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20
1669
$4K ﹤0.01%
59
1670
$4K ﹤0.01%
194
1671
$4K ﹤0.01%
+200
1672
$3K ﹤0.01%
100
1673
$3K ﹤0.01%
178
1674
$3K ﹤0.01%
340
1675
$3K ﹤0.01%
+492
65 66
67
68 69