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
876
$53K ﹤0.01%
4,241
877
$53K ﹤0.01%
1,000
878
$53K ﹤0.01%
392
+81
879
$53K ﹤0.01%
447
+153
880
$53K ﹤0.01%
1,020
+54
881
$53K ﹤0.01%
+1,654
882
$53K ﹤0.01%
486
+24
883
$53K ﹤0.01%
2,050
+750
884
$52K ﹤0.01%
936
885
$52K ﹤0.01%
1,406
+1,260
886
$52K ﹤0.01%
+700
887
$52K ﹤0.01%
2,000
+258
888
$52K ﹤0.01%
1,900
889
$52K ﹤0.01%
3,324
+2,912
890
$52K ﹤0.01%
772
+172
891
$51K ﹤0.01%
1,143
+7
892
$51K ﹤0.01%
321
+27
893
$51K ﹤0.01%
1,075
+75
894
$51K ﹤0.01%
1,274
+404
895
$51K ﹤0.01%
4,500
896
$51K ﹤0.01%
1,100
897
$51K ﹤0.01%
4,800
+377
898
$51K ﹤0.01%
1,560
899
$51K ﹤0.01%
631
+13
900
$51K ﹤0.01%
1,496
-1,233
34 35
36
37 38