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
1076
$29K ﹤0.01%
625
1077
$29K ﹤0.01%
300
1078
$29K ﹤0.01%
+515
1079
$29K ﹤0.01%
3,036
+2,735
1080
$29K ﹤0.01%
2,500
-1,000
1081
$29K ﹤0.01%
420
1082
$29K ﹤0.01%
300
1083
$29K ﹤0.01%
650
+250
1084
$29K ﹤0.01%
270
1085
$29K ﹤0.01%
2,242
1086
$29K ﹤0.01%
1,370
-1,748
1087
$28K ﹤0.01%
+250
1088
$28K ﹤0.01%
2,090
1089
$28K ﹤0.01%
929
-158
1090
$28K ﹤0.01%
1,250
1091
$28K ﹤0.01%
1,182
+22
1092
$28K ﹤0.01%
339
1093
$28K ﹤0.01%
10,112
+32
1094
$27K ﹤0.01%
+764
1095
$27K ﹤0.01%
541
+379
1096
$27K ﹤0.01%
773
+7
1097
$27K ﹤0.01%
497
1098
$27K ﹤0.01%
1,193
+23
1099
$27K ﹤0.01%
99
1100
$26K ﹤0.01%
158
42 43
44
45 46