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
1701
$3K ﹤0.01%
100
1702
$3K ﹤0.01%
6
1703
$3K ﹤0.01%
68
1704
$3K ﹤0.01%
+72
1705
$3K ﹤0.01%
+100
1706
$3K ﹤0.01%
500
1707
$3K ﹤0.01%
+32
1708
$3K ﹤0.01%
18
-81
1709
$3K ﹤0.01%
17
+4
1710
$3K ﹤0.01%
+9
1711
$3K ﹤0.01%
200
1712
$3K ﹤0.01%
+17
1713
$3K ﹤0.01%
199
+32
1714
$2K ﹤0.01%
154
-7,037
1715
$2K ﹤0.01%
100
1716
$2K ﹤0.01%
+30
1717
$2K ﹤0.01%
+27
1718
$2K ﹤0.01%
20
+10
1719
$2K ﹤0.01%
34
+1
1720
$2K ﹤0.01%
67
1721
$2K ﹤0.01%
100
1722
$2K ﹤0.01%
26
1723
$2K ﹤0.01%
285
1724
$2K ﹤0.01%
35
1725
$2K ﹤0.01%
50
-46
67 68
69
70 71