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
601
$131K 0.01%
2,600
+450
602
$130K 0.01%
895
-5,863
603
$130K 0.01%
3,870
+2,100
604
$129K 0.01%
3,249
-534
605
$127K 0.01%
2,889
-783
606
$127K 0.01%
+2,726
607
$126K 0.01%
650
608
$125K 0.01%
7,375
+531
609
$125K 0.01%
8,762
+2,134
610
$124K 0.01%
1,192
+10
611
$123K 0.01%
1,286
+38
612
$123K 0.01%
3,290
+1
613
$123K 0.01%
1,346
+890
614
$123K 0.01%
654
615
$123K 0.01%
1,335
+56
616
$123K 0.01%
803
-14
617
$122K 0.01%
936
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618
$122K 0.01%
2,850
619
$121K 0.01%
800
+5
620
$121K 0.01%
3,389
621
$119K 0.01%
2,529
+2,325
622
$119K 0.01%
656
+32
623
$119K 0.01%
+2,350
624
$118K 0.01%
2,660
-65
625
$118K 0.01%
1,381
+552
23 24
25
26 27