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
1351
$11K ﹤0.01%
137
1352
$11K ﹤0.01%
+637
1353
$11K ﹤0.01%
595
+360
1354
$11K ﹤0.01%
128
+68
1355
$11K ﹤0.01%
258
1356
$11K ﹤0.01%
+150
1357
$11K ﹤0.01%
400
1358
$11K ﹤0.01%
567
1359
$10K ﹤0.01%
159
1360
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95
-1,871
1361
$10K ﹤0.01%
415
1362
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1363
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103
+47
1364
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1365
$10K ﹤0.01%
+800
1366
$10K ﹤0.01%
1,327
1367
$10K ﹤0.01%
300
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$10K ﹤0.01%
326
+204
1369
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105
-5
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$10K ﹤0.01%
490
1371
$10K ﹤0.01%
555
+118
1372
$10K ﹤0.01%
500
1373
$10K ﹤0.01%
70
1374
$10K ﹤0.01%
604
1375
$10K ﹤0.01%
245