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
1201
$18K ﹤0.01%
2,959
-58
1202
$18K ﹤0.01%
+500
1203
$18K ﹤0.01%
127
+120
1204
$18K ﹤0.01%
784
1205
$18K ﹤0.01%
300
1206
$18K ﹤0.01%
1,175
+455
1207
$18K ﹤0.01%
532
+132
1208
$18K ﹤0.01%
+200
1209
$18K ﹤0.01%
6,863
+1,572
1210
$18K ﹤0.01%
300
+208
1211
$18K ﹤0.01%
165
-50
1212
$18K ﹤0.01%
+1,200
1213
$18K ﹤0.01%
567
1214
$18K ﹤0.01%
307
1215
$18K ﹤0.01%
+350
1216
$18K ﹤0.01%
1,600
1217
$18K ﹤0.01%
675
-317
1218
$17K ﹤0.01%
+162
1219
$17K ﹤0.01%
124
1220
$17K ﹤0.01%
+536
1221
$17K ﹤0.01%
1,238
1222
$17K ﹤0.01%
+344
1223
$17K ﹤0.01%
550
1224
$17K ﹤0.01%
+270
1225
$17K ﹤0.01%
682
+6
47 48
49
50 51