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
476
$226K 0.02%
2,748
+2,000
477
$224K 0.02%
1,533
-3
478
$224K 0.02%
4,296
+1,893
479
$220K 0.02%
8,448
+378
480
$218K 0.02%
2,974
+245
481
$218K 0.02%
4,366
482
$218K 0.02%
4,051
+575
483
$218K 0.02%
3,862
-340
484
$215K 0.02%
15,596
+1,200
485
$213K 0.02%
1,168
+562
486
$213K 0.02%
4,672
+1
487
$212K 0.02%
8,398
+2,620
488
$211K 0.02%
1,939
+299
489
$210K 0.02%
1,851
+649
490
$209K 0.02%
5,671
-162
491
$209K 0.02%
5,506
-16
492
$208K 0.02%
3,533
-933
493
$208K 0.02%
4,854
+3,950
494
$208K 0.02%
2,094
+577
495
$207K 0.02%
586
+497
496
$207K 0.02%
4,315
497
$206K 0.02%
1,070
+948
498
$206K 0.02%
2,060
+532
499
$206K 0.02%
2,024
+910
500
$206K 0.02%
21,280
18 19
20
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