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
$1.09B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.9M
3
+$8.64M
4
BND icon
Vanguard Total Bond Market
BND
+$7.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.67M

Top Sells

1
+$2.83M
2
+$2.75M
3
+$2.28M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.8M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.31M

Sector Composition

1 Technology 6.07%
2 Healthcare 5.71%
3 Industrials 5.31%
4 Financials 4.17%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$442K 0.04%
3,520
352
$441K 0.04%
3,354
353
$439K 0.04%
6,924
+652
354
$436K 0.04%
1,777
+485
355
$434K 0.04%
8,504
+292
356
$431K 0.04%
12,284
+7,538
357
$427K 0.04%
22,860
-2,400
358
$426K 0.04%
3,304
-464
359
$425K 0.04%
3,652
+207
360
$421K 0.04%
16,268
-12
361
$420K 0.04%
19,539
+5,920
362
$419K 0.04%
18,120
+5,070
363
$419K 0.04%
2,899
-514
364
$418K 0.04%
7,478
+892
365
$417K 0.04%
9,275
366
$415K 0.04%
9,084
+887
367
$414K 0.04%
12,439
+2,756
368
$414K 0.04%
28,922
-1,981
369
$412K 0.04%
12,146
+3,274
370
$409K 0.04%
19,857
+2,628
371
$408K 0.04%
12,909
+1,390
372
$400K 0.04%
+3,534
373
$395K 0.04%
4,396
-1,337
374
$390K 0.04%
16,287
-232
375
$389K 0.04%
3,336
+1,453
13 14
15
16 17