AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 +$17.3M
2 +$8.8M
3 +$8.59M
4
BND icon
Vanguard Total Bond Market
BND
+$7.74M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.66M

Top Sells

1 +$2.83M
2 +$2.75M
3 +$2.23M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.3M

Sector Composition

1 Technology 6.06%
2 Healthcare 5.71%
3 Industrials 5.32%
4 Financials 4.26%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$44K ﹤0.01%
665
952
$43K ﹤0.01%
378
-7
953
$43K ﹤0.01%
474
+35
954
$43K ﹤0.01%
840
+5
955
$43K ﹤0.01%
270
+30
956
$43K ﹤0.01%
319
957
$43K ﹤0.01%
1,723
-485
958
$42K ﹤0.01%
490
+1
959
$42K ﹤0.01%
378
+50
960
$42K ﹤0.01%
+3,462
961
$42K ﹤0.01%
1,276
+811
962
$42K ﹤0.01%
395
963
$42K ﹤0.01%
+848
964
$41K ﹤0.01%
+1,400
965
$41K ﹤0.01%
+1,500
966
$41K ﹤0.01%
4,416
+1,900
967
$41K ﹤0.01%
950
+16
968
$41K ﹤0.01%
7,065
+1,000
969
$41K ﹤0.01%
1,067
970
$41K ﹤0.01%
12,220
971
$41K ﹤0.01%
+3,834
972
$40K ﹤0.01%
2,000
973
$40K ﹤0.01%
1,678
+1,278
974
$40K ﹤0.01%
155
+100
975
$40K ﹤0.01%
1,440
+27