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
1726
$2K ﹤0.01%
96
+6
1727
$2K ﹤0.01%
200
1728
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20
1729
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100
1730
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28
1731
$2K ﹤0.01%
+36
1732
$2K ﹤0.01%
10
1733
$2K ﹤0.01%
+26
1734
$2K ﹤0.01%
52
1735
$2K ﹤0.01%
+322
1736
$2K ﹤0.01%
+42
1737
$2K ﹤0.01%
99
+5
1738
$2K ﹤0.01%
195
-338
1739
$2K ﹤0.01%
20
-14
1740
$2K ﹤0.01%
250
1741
$2K ﹤0.01%
100
1742
$2K ﹤0.01%
85
1743
$2K ﹤0.01%
91
+5
1744
$2K ﹤0.01%
21
1745
$2K ﹤0.01%
50
1746
$2K ﹤0.01%
10
+5
1747
$2K ﹤0.01%
30
+5
1748
$2K ﹤0.01%
30
1749
$2K ﹤0.01%
9
1750
$2K ﹤0.01%
11
+1
68 69
70
71 72