AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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%
500
-2,800
1502
$6K ﹤0.01%
+1,000
1503
$6K ﹤0.01%
64
+1
1504
$6K ﹤0.01%
+80
1505
$6K ﹤0.01%
500
1506
$6K ﹤0.01%
+200
1507
$6K ﹤0.01%
490
+90
1508
$6K ﹤0.01%
300
1509
$6K ﹤0.01%
125
1510
$6K ﹤0.01%
322
1511
$6K ﹤0.01%
306
1512
$6K ﹤0.01%
732
1513
$6K ﹤0.01%
400
1514
$6K ﹤0.01%
93
+68
1515
$6K ﹤0.01%
+120
1516
$6K ﹤0.01%
+62
1517
$6K ﹤0.01%
193
1518
$6K ﹤0.01%
976
+10
1519
$6K ﹤0.01%
147
1520
$6K ﹤0.01%
1,448
+1,093
1521
$6K ﹤0.01%
212
+194
1522
$6K ﹤0.01%
165
1523
$6K ﹤0.01%
+112
1524
$6K ﹤0.01%
141
1525
$6K ﹤0.01%
100