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
1301
$13K ﹤0.01%
600
-28,099
1302
$13K ﹤0.01%
+100
1303
$13K ﹤0.01%
91
1304
$13K ﹤0.01%
665
1305
$13K ﹤0.01%
325
+46
1306
$13K ﹤0.01%
1,000
1307
$13K ﹤0.01%
2,100
1308
$13K ﹤0.01%
1,300
1309
$13K ﹤0.01%
125
1310
$13K ﹤0.01%
100
1311
$12K ﹤0.01%
563
1312
$12K ﹤0.01%
352
1313
$12K ﹤0.01%
272
1314
$12K ﹤0.01%
+1,500
1315
$12K ﹤0.01%
196
1316
$12K ﹤0.01%
962
-138
1317
$12K ﹤0.01%
1,000
1318
$12K ﹤0.01%
592
+16
1319
$12K ﹤0.01%
106
1320
$12K ﹤0.01%
301
1321
$12K ﹤0.01%
561
1322
$12K ﹤0.01%
500
1323
$12K ﹤0.01%
1,732
1324
$12K ﹤0.01%
87
1325
$12K ﹤0.01%
+98
51 52
53
54 55