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
576
$146K 0.01%
2,786
-4,566
577
$145K 0.01%
1,638
578
$145K 0.01%
+3,272
579
$145K 0.01%
+7,937
580
$145K 0.01%
2,565
581
$144K 0.01%
1,534
+13
582
$144K 0.01%
1,777
-418
583
$143K 0.01%
3,200
584
$142K 0.01%
8,936
585
$142K 0.01%
2,119
+988
586
$141K 0.01%
11,302
+2,180
587
$140K 0.01%
242
-5
588
$139K 0.01%
118
+34
589
$137K 0.01%
6,747
+50
590
$137K 0.01%
1,730
+133
591
$136K 0.01%
10,539
+3,162
592
$135K 0.01%
1,400
593
$135K 0.01%
1,540
+577
594
$135K 0.01%
1,325
+1,200
595
$134K 0.01%
2,540
+20
596
$133K 0.01%
1,183
+22
597
$133K 0.01%
5,711
+72
598
$132K 0.01%
1,640
-293
599
$132K 0.01%
4,509
-225
600
$132K 0.01%
8,320
+2,020
22 23
24
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