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
1401
$9K ﹤0.01%
+333
1402
$9K ﹤0.01%
+3,500
1403
$9K ﹤0.01%
1,000
1404
$9K ﹤0.01%
400
+100
1405
$9K ﹤0.01%
+209
1406
$9K ﹤0.01%
58
1407
$9K ﹤0.01%
+14
1408
$9K ﹤0.01%
+550
1409
$8K ﹤0.01%
150
1410
$8K ﹤0.01%
351
+1
1411
$8K ﹤0.01%
93
-110
1412
$8K ﹤0.01%
+203
1413
$8K ﹤0.01%
+500
1414
$8K ﹤0.01%
200
-250
1415
$8K ﹤0.01%
325
-2,005
1416
$8K ﹤0.01%
+100
1417
$8K ﹤0.01%
546
1418
$8K ﹤0.01%
170
1419
$8K ﹤0.01%
61
1420
$8K ﹤0.01%
500
1421
$8K ﹤0.01%
124
1422
$8K ﹤0.01%
+850
1423
$8K ﹤0.01%
318
1424
$8K ﹤0.01%
+1,000
1425
$8K ﹤0.01%
+54