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
1501
$6K ﹤0.01%
449
+52
1502
$6K ﹤0.01%
246
-3
1503
$6K ﹤0.01%
99
+70
1504
$6K ﹤0.01%
112
-1
1505
$6K ﹤0.01%
206
1506
$6K ﹤0.01%
+150
1507
$6K ﹤0.01%
+10
1508
$6K ﹤0.01%
124
+89
1509
$6K ﹤0.01%
+300
1510
$6K ﹤0.01%
+200
1511
$6K ﹤0.01%
388
1512
$6K ﹤0.01%
408
1513
$6K ﹤0.01%
1,232
1514
$6K ﹤0.01%
+213
1515
$6K ﹤0.01%
303
1516
$6K ﹤0.01%
220
1517
$6K ﹤0.01%
40
1518
$6K ﹤0.01%
+123
1519
$6K ﹤0.01%
1,018
+518
1520
$6K ﹤0.01%
311
1521
$6K ﹤0.01%
500
-2,800
1522
$6K ﹤0.01%
+1,000
1523
$6K ﹤0.01%
64
+1
1524
$6K ﹤0.01%
+80
1525
$6K ﹤0.01%
500