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
1151
$22K ﹤0.01%
1,500
1152
$22K ﹤0.01%
302
1153
$22K ﹤0.01%
565
+84
1154
$22K ﹤0.01%
402
+9
1155
$22K ﹤0.01%
100
+77
1156
$22K ﹤0.01%
870
1157
$22K ﹤0.01%
3,273
+87
1158
$22K ﹤0.01%
80
-1
1159
$22K ﹤0.01%
1,514
1160
$22K ﹤0.01%
203
+53
1161
$22K ﹤0.01%
808
-546
1162
$21K ﹤0.01%
1,307
+303
1163
$21K ﹤0.01%
+429
1164
$21K ﹤0.01%
1,233
1165
$21K ﹤0.01%
347
+47
1166
$21K ﹤0.01%
458
-6,520
1167
$21K ﹤0.01%
+350
1168
$21K ﹤0.01%
+989
1169
$21K ﹤0.01%
375
-237
1170
$21K ﹤0.01%
1,328
+925
1171
$21K ﹤0.01%
185
-109
1172
$20K ﹤0.01%
+1,275
1173
$20K ﹤0.01%
120
-27
1174
$20K ﹤0.01%
+1,000
1175
$20K ﹤0.01%
671
+99
45 46
47
48 49