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
1676
$3K ﹤0.01%
102
-770
1677
$3K ﹤0.01%
52
1678
$3K ﹤0.01%
+100
1679
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30
1680
$3K ﹤0.01%
+8
1681
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226
1682
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20
-2,552
1683
$3K ﹤0.01%
72
-404
1684
$3K ﹤0.01%
88
1685
$3K ﹤0.01%
+154
1686
$3K ﹤0.01%
9
1687
$3K ﹤0.01%
35
-439
1688
$3K ﹤0.01%
100
1689
$3K ﹤0.01%
121
1690
$3K ﹤0.01%
70
+1
1691
$3K ﹤0.01%
14
1692
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30
1693
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75
1694
$3K ﹤0.01%
78
-78
1695
$3K ﹤0.01%
179
1696
$3K ﹤0.01%
50
-89
1697
$3K ﹤0.01%
100
1698
$3K ﹤0.01%
92
1699
$3K ﹤0.01%
50
-13,050
1700
$3K ﹤0.01%
66
66 67
68
69 70