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
1026
$35K ﹤0.01%
476
+200
1027
$35K ﹤0.01%
+1,255
1028
$35K ﹤0.01%
660
1029
$35K ﹤0.01%
1,700
-1,000
1030
$35K ﹤0.01%
564
1031
$35K ﹤0.01%
601
-31
1032
$34K ﹤0.01%
908
1033
$34K ﹤0.01%
+366
1034
$34K ﹤0.01%
201
1035
$34K ﹤0.01%
+500
1036
$33K ﹤0.01%
275
1037
$33K ﹤0.01%
1,150
1038
$33K ﹤0.01%
+1,200
1039
$33K ﹤0.01%
246
+53
1040
$33K ﹤0.01%
+500
1041
$32K ﹤0.01%
1,194
+700
1042
$32K ﹤0.01%
1,083
-55
1043
$32K ﹤0.01%
240
-72
1044
$32K ﹤0.01%
990
1045
$32K ﹤0.01%
1,452
+278
1046
$32K ﹤0.01%
+2,793
1047
$32K ﹤0.01%
1,102
1048
$32K ﹤0.01%
799
+7
1049
$32K ﹤0.01%
664
+300
1050
$31K ﹤0.01%
354
40 41
42
43 44