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
851
$57K 0.01%
721
-100
852
$56K 0.01%
+4,660
853
$56K 0.01%
2,544
-198
854
$56K 0.01%
187
+186
855
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+2,236
856
$56K 0.01%
2,460
857
$56K 0.01%
789
+597
858
$56K 0.01%
1,482
+432
859
$56K 0.01%
1,560
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860
$56K 0.01%
1,631
+1,074
861
$55K 0.01%
5,493
+34
862
$55K 0.01%
433
863
$55K 0.01%
1,331
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864
$55K 0.01%
2,090
-1,045
865
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2,145
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866
$54K 0.01%
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867
$54K 0.01%
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869
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870
$54K 0.01%
620
871
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2,820
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872
$54K 0.01%
2,078
873
$54K 0.01%
1,334
+1,103
874
$53K ﹤0.01%
1,651
875
$53K ﹤0.01%
161
+149
33 34
35
36 37