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
701
$91K 0.01%
1,530
+600
702
$91K 0.01%
2,000
703
$91K 0.01%
+6,060
704
$90K 0.01%
1,904
-7,342
705
$90K 0.01%
1,560
+242
706
$89K 0.01%
1,383
+688
707
$89K 0.01%
1,080
708
$89K 0.01%
1,608
+404
709
$89K 0.01%
7,300
710
$89K 0.01%
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-400
711
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1,600
-57
712
$89K 0.01%
1,618
+1,224
713
$88K 0.01%
2,920
-425
714
$88K 0.01%
1,210
715
$87K 0.01%
2,445
-275
716
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2,405
717
$86K 0.01%
390
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718
$86K 0.01%
6,054
+1,640
719
$86K 0.01%
416
-11
720
$86K 0.01%
750
721
$85K 0.01%
1,927
+500
722
$84K 0.01%
3,252
-412
723
$84K 0.01%
13,500
+6,000
724
$84K 0.01%
769
725
$83K 0.01%
5,375
-370
27 28
29
30 31