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
1276
$15K ﹤0.01%
650
1277
$14K ﹤0.01%
+500
1278
$14K ﹤0.01%
95
1279
$14K ﹤0.01%
+1,000
1280
$14K ﹤0.01%
275
+61
1281
$14K ﹤0.01%
631
1282
$14K ﹤0.01%
118
+28
1283
$14K ﹤0.01%
400
1284
$14K ﹤0.01%
200
+180
1285
$14K ﹤0.01%
265
+259
1286
$14K ﹤0.01%
842
+493
1287
$14K ﹤0.01%
770
-2,200
1288
$14K ﹤0.01%
715
+500
1289
$14K ﹤0.01%
900
1290
$14K ﹤0.01%
86
1291
$14K ﹤0.01%
540
+2
1292
$14K ﹤0.01%
1,000
1293
$13K ﹤0.01%
374
+371
1294
$13K ﹤0.01%
2,000
1295
$13K ﹤0.01%
700
1296
$13K ﹤0.01%
414
+7
1297
$13K ﹤0.01%
+249
1298
$13K ﹤0.01%
338
+64
1299
$13K ﹤0.01%
470
1300
$13K ﹤0.01%
+835