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
1526
$6K ﹤0.01%
306
1527
$6K ﹤0.01%
732
1528
$6K ﹤0.01%
400
1529
$6K ﹤0.01%
93
+68
1530
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+200
1531
$5K ﹤0.01%
+300
1532
$5K ﹤0.01%
100
1533
$5K ﹤0.01%
381
1534
$5K ﹤0.01%
45
1535
$5K ﹤0.01%
118
1536
$5K ﹤0.01%
353
+1
1537
$5K ﹤0.01%
3,074
1538
$5K ﹤0.01%
+1
1539
$5K ﹤0.01%
+70
1540
$5K ﹤0.01%
250
1541
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101
1542
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50
-150
1543
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107
1544
$5K ﹤0.01%
250
1545
$5K ﹤0.01%
+150
1546
$5K ﹤0.01%
2,689
+4
1547
$5K ﹤0.01%
49
1548
$5K ﹤0.01%
400
1549
$5K ﹤0.01%
36
+20
1550
$5K ﹤0.01%
300