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
551
$161K 0.01%
9,524
+800
552
$161K 0.01%
3,034
+2
553
$160K 0.01%
11,350
554
$158K 0.01%
678
+263
555
$158K 0.01%
10,781
+9,281
556
$158K 0.01%
4,956
+421
557
$158K 0.01%
2,142
+1,916
558
$157K 0.01%
7,680
-641
559
$157K 0.01%
3,985
+668
560
$156K 0.01%
2,409
+2,400
561
$156K 0.01%
10,183
-1,217
562
$155K 0.01%
982
+8
563
$155K 0.01%
3,274
+574
564
$155K 0.01%
258
-14
565
$154K 0.01%
875
566
$153K 0.01%
792
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567
$153K 0.01%
4,808
+600
568
$152K 0.01%
999
-278
569
$152K 0.01%
3,038
+601
570
$152K 0.01%
5,600
571
$150K 0.01%
3,224
+1,474
572
$150K 0.01%
12,250
+2,350
573
$149K 0.01%
3,353
+903
574
$149K 0.01%
3,710
575
$149K 0.01%
1,675
21 22
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