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
426
$292K 0.03%
1,409
+145
427
$292K 0.03%
11,853
+1,812
428
$291K 0.03%
8,665
+1,087
429
$290K 0.03%
9,433
+920
430
$290K 0.03%
1,710
+325
431
$289K 0.03%
1,814
-371
432
$288K 0.03%
9,765
433
$286K 0.03%
3,857
-213
434
$284K 0.03%
2,219
+416
435
$282K 0.03%
10,167
+5,941
436
$281K 0.03%
1,354
+221
437
$280K 0.03%
8,199
-1,323
438
$278K 0.03%
4,126
439
$276K 0.03%
3,165
-718
440
$275K 0.03%
3,685
-2,342
441
$274K 0.03%
903
+766
442
$273K 0.03%
1,605
+1,258
443
$264K 0.02%
4,951
+826
444
$261K 0.02%
9,450
+3,050
445
$259K 0.02%
5,282
+2,083
446
$259K 0.02%
17,202
-13,985
447
$255K 0.02%
3,421
-1,231
448
$254K 0.02%
1,540
+823
449
$253K 0.02%
4,367
+125
450
$252K 0.02%
4,175
-136
16 17
18
19 20