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
401
$335K 0.03%
10,365
-170
402
$335K 0.03%
6,227
-647
403
$334K 0.03%
6,607
-288
404
$329K 0.03%
799
405
$328K 0.03%
10,695
+9,597
406
$327K 0.03%
21,762
-3,205
407
$327K 0.03%
2,665
-56
408
$323K 0.03%
11,441
-6,525
409
$321K 0.03%
10,622
+1,053
410
$318K 0.03%
6,054
+2,126
411
$316K 0.03%
5,668
+2,503
412
$316K 0.03%
14,582
+59
413
$312K 0.03%
+6,976
414
$309K 0.03%
5,145
+1
415
$308K 0.03%
3,797
+1,480
416
$308K 0.03%
7,217
+1,165
417
$307K 0.03%
9,815
+8,315
418
$303K 0.03%
20,272
+18,880
419
$302K 0.03%
+7,923
420
$299K 0.03%
+3,476
421
$298K 0.03%
12,918
+7,662
422
$297K 0.03%
2,235
+1,416
423
$296K 0.03%
12,387
+9,773
424
$294K 0.03%
3,306
-107
425
$293K 0.03%
12,117
15 16
17
18 19