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
1426
$8K ﹤0.01%
117
1427
$8K ﹤0.01%
177
+36
1428
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+150
1429
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412
-1,110
1430
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365
1431
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+300
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338
+100
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1434
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1435
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+54
1436
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1437
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435
-1,856
1438
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1439
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180
1440
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1442
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1443
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1444
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454
1445
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337
1446
$7K ﹤0.01%
523
1447
$7K ﹤0.01%
64
+39
1448
$7K ﹤0.01%
673
1449
$7K ﹤0.01%
333
1450
$7K ﹤0.01%
113