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
1751
$2K ﹤0.01%
58
-50
1752
$2K ﹤0.01%
225
1753
$2K ﹤0.01%
70
1754
$2K ﹤0.01%
62
1755
$2K ﹤0.01%
209
1756
$2K ﹤0.01%
+57
1757
$2K ﹤0.01%
357
1758
$2K ﹤0.01%
+9
1759
$2K ﹤0.01%
30
-3,193
1760
$2K ﹤0.01%
30
1761
$2K ﹤0.01%
100
1762
$2K ﹤0.01%
+33
1763
– –
0
1764
$2K ﹤0.01%
3
1765
$2K ﹤0.01%
100
1766
$2K ﹤0.01%
54
1767
$2K ﹤0.01%
300
1768
$2K ﹤0.01%
98
-10,164
1769
$2K ﹤0.01%
17
-6
1770
$2K ﹤0.01%
181
1771
$2K ﹤0.01%
+100
1772
$2K ﹤0.01%
12
1773
$2K ﹤0.01%
3,495
+2,000
1774
$2K ﹤0.01%
525
1775
$1K ﹤0.01%
10
+3
69 70
71
72 73