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
1126
$25K ﹤0.01%
125
+12
1127
$25K ﹤0.01%
+800
1128
$24K ﹤0.01%
1,484
+1,113
1129
$24K ﹤0.01%
494
+71
1130
$24K ﹤0.01%
+433
1131
$24K ﹤0.01%
172
1132
$24K ﹤0.01%
988
1133
$24K ﹤0.01%
463
1134
$24K ﹤0.01%
1,529
+369
1135
$24K ﹤0.01%
910
1136
$24K ﹤0.01%
86
+85
1137
$23K ﹤0.01%
400
1138
$23K ﹤0.01%
150
+45
1139
$23K ﹤0.01%
+900
1140
$23K ﹤0.01%
401
+232
1141
$23K ﹤0.01%
234
1142
$23K ﹤0.01%
112
-1
1143
$23K ﹤0.01%
400
1144
$23K ﹤0.01%
69
+59
1145
$23K ﹤0.01%
1,161
+1,113
1146
$23K ﹤0.01%
439
+210
1147
$23K ﹤0.01%
+200
1148
$23K ﹤0.01%
123
1149
$23K ﹤0.01%
7,100
+5,100
1150
$23K ﹤0.01%
+1,300
44 45
46
47 48