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
1051
$31K ﹤0.01%
607
1052
$31K ﹤0.01%
2,400
1053
$31K ﹤0.01%
+122
1054
$31K ﹤0.01%
1,182
1055
$31K ﹤0.01%
250
+100
1056
$31K ﹤0.01%
535
+23
1057
$31K ﹤0.01%
255
-39
1058
$31K ﹤0.01%
535
+323
1059
$31K ﹤0.01%
654
+278
1060
$31K ﹤0.01%
260
+80
1061
$31K ﹤0.01%
2,000
1062
$30K ﹤0.01%
1,024
1063
$30K ﹤0.01%
+300
1064
$30K ﹤0.01%
545
1065
$30K ﹤0.01%
1,400
-1,600
1066
$30K ﹤0.01%
537
1067
$30K ﹤0.01%
600
1068
$30K ﹤0.01%
6,018
+5,515
1069
$30K ﹤0.01%
296
+230
1070
$30K ﹤0.01%
728
1071
$30K ﹤0.01%
561
+516
1072
$30K ﹤0.01%
462
-2,906
1073
$30K ﹤0.01%
+600
1074
$30K ﹤0.01%
1,542
+140
1075
$30K ﹤0.01%
2,000
+1,000
41 42
43
44 45