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
1826
$1K ﹤0.01%
24
1827
$1K ﹤0.01%
21
+1
1828
$1K ﹤0.01%
34
1829
$1K ﹤0.01%
+32
1830
$1K ﹤0.01%
25
-1,226
1831
$1K ﹤0.01%
26
1832
$1K ﹤0.01%
27
-12
1833
$1K ﹤0.01%
18
-235
1834
$1K ﹤0.01%
155
1835
$1K ﹤0.01%
13
-259
1836
$1K ﹤0.01%
3
1837
$1K ﹤0.01%
159
1838
$1K ﹤0.01%
34
1839
$1K ﹤0.01%
60
1840
$1K ﹤0.01%
8
1841
$1K ﹤0.01%
51
1842
$1K ﹤0.01%
300
1843
$1K ﹤0.01%
16
1844
$1K ﹤0.01%
93
1845
$1K ﹤0.01%
12
1846
$1K ﹤0.01%
33
-115
1847
$1K ﹤0.01%
25
1848
$1K ﹤0.01%
34
-1,080
1849
$1K ﹤0.01%
100
1850
$1K ﹤0.01%
27
72 73
74
75 76