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
1326
$12K ﹤0.01%
120
1327
$12K ﹤0.01%
56
-25
1328
$12K ﹤0.01%
432
+40
1329
$12K ﹤0.01%
210
+67
1330
$12K ﹤0.01%
+500
1331
$12K ﹤0.01%
260
+200
1332
$12K ﹤0.01%
95
+90
1333
$12K ﹤0.01%
433
+63
1334
$11K ﹤0.01%
305
-372
1335
$11K ﹤0.01%
356
-56
1336
$11K ﹤0.01%
225
1337
$11K ﹤0.01%
1,512
1338
$11K ﹤0.01%
+309
1339
$11K ﹤0.01%
225
1340
$11K ﹤0.01%
86
1341
$11K ﹤0.01%
376
+5
1342
$11K ﹤0.01%
1,000
1343
$11K ﹤0.01%
518
-75
1344
$11K ﹤0.01%
+301
1345
$11K ﹤0.01%
120
1346
$11K ﹤0.01%
409
-280
1347
$11K ﹤0.01%
742
1348
$11K ﹤0.01%
289
1349
$11K ﹤0.01%
300
1350
$11K ﹤0.01%
569
+300
52 53
54
55 56