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
1426
$8K ﹤0.01%
107
+54
1427
$8K ﹤0.01%
975
1428
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325
-2,005
1429
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1430
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546
1431
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435
-1,856
1432
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170
1433
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185
1434
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1435
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1436
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1437
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+32
1438
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61
1439
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500
1440
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124
1441
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+850
1442
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318
1443
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1444
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454
1445
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2,000
1446
$7K ﹤0.01%
337
1447
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523
1448
$7K ﹤0.01%
64
+39
1449
$7K ﹤0.01%
673
1450
$7K ﹤0.01%
333