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
1776
$1K ﹤0.01%
15
1777
$1K ﹤0.01%
35
-5
1778
$1K ﹤0.01%
+7
1779
$1K ﹤0.01%
8
-20
1780
$1K ﹤0.01%
+6
1781
$1K ﹤0.01%
158
1782
$1K ﹤0.01%
6
1783
$1K ﹤0.01%
+20
1784
$1K ﹤0.01%
+18
1785
$1K ﹤0.01%
166
1786
$1K ﹤0.01%
28
1787
$1K ﹤0.01%
+5
1788
$1K ﹤0.01%
5
-23
1789
$1K ﹤0.01%
+9
1790
$1K ﹤0.01%
+100
1791
$1K ﹤0.01%
26
1792
$1K ﹤0.01%
178
1793
$1K ﹤0.01%
+8
1794
$1K ﹤0.01%
223
1795
$1K ﹤0.01%
43
1796
$1K ﹤0.01%
20
1797
$1K ﹤0.01%
22
1798
$1K ﹤0.01%
200
1799
$1K ﹤0.01%
45
-352
1800
$1K ﹤0.01%
25
70 71
72
73 74