AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 +$17.3M
2 +$8.8M
3 +$8.59M
4
BND icon
Vanguard Total Bond Market
BND
+$7.74M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.66M

Top Sells

1 +$2.83M
2 +$2.75M
3 +$2.23M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.3M

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
1326
$12K ﹤0.01%
120
1327
$12K ﹤0.01%
56
-25
1328
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432
+40
1329
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210
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1330
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+500
1331
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260
+200
1332
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95
+90
1333
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433
+63
1334
$11K ﹤0.01%
+309
1335
$11K ﹤0.01%
225
1336
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86
1337
$11K ﹤0.01%
1,000
1338
$11K ﹤0.01%
518
-75
1339
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+301
1340
$11K ﹤0.01%
120
1341
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742
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1343
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300
1344
$11K ﹤0.01%
225
1345
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569
+300
1346
$11K ﹤0.01%
137
1347
$11K ﹤0.01%
567
1348
$11K ﹤0.01%
1,512
1349
$11K ﹤0.01%
376
+5
1350
$11K ﹤0.01%
409
-280