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
751
$77K 0.01%
510
+284
752
$77K 0.01%
1,157
+606
753
$76K 0.01%
5,200
754
$76K 0.01%
+3,175
755
$76K 0.01%
4,348
+3,933
756
$76K 0.01%
424
+1
757
$76K 0.01%
460
758
$76K 0.01%
5,798
+980
759
$75K 0.01%
1,200
760
$75K 0.01%
1,256
+303
761
$74K 0.01%
1,067
-3,670
762
$74K 0.01%
+8,114
763
$74K 0.01%
+1,200
764
$74K 0.01%
1,617
-927
765
$74K 0.01%
16,970
766
$74K 0.01%
653
+429
767
$74K 0.01%
6,578
+1,466
768
$74K 0.01%
510
769
$74K 0.01%
7,493
+4,943
770
$73K 0.01%
62
771
$73K 0.01%
999
+285
772
$73K 0.01%
5,840
+200
773
$73K 0.01%
845
+500
774
$73K 0.01%
1,766
+335
775
$73K 0.01%
2,930
-36
29 30
31
32 33