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
776
$72K 0.01%
439
+39
777
$72K 0.01%
3,168
+84
778
$71K 0.01%
600
779
$71K 0.01%
701
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780
$71K 0.01%
+5,405
781
$71K 0.01%
+1,100
782
$71K 0.01%
1,451
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783
$70K 0.01%
3,094
-1,602
784
$70K 0.01%
920
785
$70K 0.01%
1,143
-11,007
786
$69K 0.01%
4,787
-490
787
$69K 0.01%
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788
$69K 0.01%
2,340
789
$69K 0.01%
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790
$68K 0.01%
1,020
+600
791
$67K 0.01%
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792
$67K 0.01%
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$67K 0.01%
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795
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$66K 0.01%
288
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797
$66K 0.01%
972
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798
$66K 0.01%
+2,150
799
$65K 0.01%
763
-109
800
$65K 0.01%
1,740
30 31
32
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