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
726
$83K 0.01%
1,909
+36
727
$83K 0.01%
1,082
-534
728
$83K 0.01%
3,393
+902
729
$82K 0.01%
1,882
+1,273
730
$82K 0.01%
4,384
+400
731
$82K 0.01%
2,346
+300
732
$82K 0.01%
1,626
-63
733
$82K 0.01%
1,415
734
$82K 0.01%
285
735
$81K 0.01%
+8,200
736
$80K 0.01%
3,553
-612
737
$80K 0.01%
912
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738
$80K 0.01%
659
-15
739
$79K 0.01%
2,503
+384
740
$79K 0.01%
1,359
+351
741
$79K 0.01%
3,718
+774
742
$79K 0.01%
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743
$78K 0.01%
1,226
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744
$78K 0.01%
2,084
+1,880
745
$78K 0.01%
6,279
+5,629
746
$78K 0.01%
892
+475
747
$78K 0.01%
1,000
748
$78K 0.01%
1,585
749
$77K 0.01%
1,865
+254
750
$77K 0.01%
1,660
28 29
30
31 32