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
1176
$20K ﹤0.01%
+748
1177
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716
1178
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+828
1179
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1181
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+500
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162
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1183
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500
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1,439
1186
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1189
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262
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1190
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2,500
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718
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1194
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500
+492
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839
1196
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+1,370
1197
$19K ﹤0.01%
+142
1198
$19K ﹤0.01%
930
+191
1199
$19K ﹤0.01%
111
1200
$18K ﹤0.01%
187