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
1551
$5K ﹤0.01%
+600
1552
$5K ﹤0.01%
+700
1553
$5K ﹤0.01%
99
1554
$5K ﹤0.01%
+190
1555
$5K ﹤0.01%
57
+50
1556
$5K ﹤0.01%
+300
1557
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260
+194
1558
$5K ﹤0.01%
+549
1559
$5K ﹤0.01%
+300
1560
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115
+100
1561
$5K ﹤0.01%
200
1562
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+300
1563
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+300
1564
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76
1565
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270
-100
1566
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80
1567
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76
1568
$5K ﹤0.01%
1,000
1569
$5K ﹤0.01%
200
+176
1570
$5K ﹤0.01%
341
+3
1571
$5K ﹤0.01%
150
1572
$4K ﹤0.01%
737
1573
$4K ﹤0.01%
70
-30
1574
$4K ﹤0.01%
1,100
1575
$4K ﹤0.01%
206