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
1801
$1K ﹤0.01%
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1802
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1803
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1804
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1805
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1806
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1807
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1808
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1809
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1810
$1K ﹤0.01%
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1811
$1K ﹤0.01%
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1812
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+42
1813
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1,000
1814
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1815
$1K ﹤0.01%
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1816
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1817
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1818
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1819
$1K ﹤0.01%
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1820
$1K ﹤0.01%
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1821
$1K ﹤0.01%
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1822
$1K ﹤0.01%
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1823
$1K ﹤0.01%
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1824
$1K ﹤0.01%
10
1825
0