AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 6.06%
2 Healthcare 5.71%
3 Industrials 5.32%
4 Financials 4.26%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$15K ﹤0.01%
+50
1252
$15K ﹤0.01%
1,072
1253
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+200
1254
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200
1255
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658
1256
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457
1257
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200
+92
1258
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648
1259
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1,278
1260
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283
1261
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700
+200
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+850
1263
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800
+500
1264
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+1,833
1265
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+200
1266
$15K ﹤0.01%
3,814
1267
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300
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363
1269
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145
1270
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99
+29
1271
$15K ﹤0.01%
+1,150
1272
$15K ﹤0.01%
197
1273
$15K ﹤0.01%
272
1274
$15K ﹤0.01%
227
1275
$15K ﹤0.01%
+1,000