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
1601
$4K ﹤0.01%
54
1602
$4K ﹤0.01%
+310
1603
$4K ﹤0.01%
+285
1604
$4K ﹤0.01%
133
1605
$4K ﹤0.01%
+100
1606
$4K ﹤0.01%
+300
1607
$4K ﹤0.01%
+100
1608
$4K ﹤0.01%
+400
1609
$3K ﹤0.01%
+100
1610
$3K ﹤0.01%
111
1611
$3K ﹤0.01%
16
1612
$3K ﹤0.01%
100
1613
$3K ﹤0.01%
204
-566
1614
$3K ﹤0.01%
206
1615
$3K ﹤0.01%
80
1616
$3K ﹤0.01%
109
+23
1617
$3K ﹤0.01%
+500
1618
$3K ﹤0.01%
200
1619
$3K ﹤0.01%
+98
1620
$3K ﹤0.01%
141
1621
$3K ﹤0.01%
100
1622
$3K ﹤0.01%
+200
1623
$3K ﹤0.01%
83
1624
$3K ﹤0.01%
14
-1
1625
$3K ﹤0.01%
+100
63 64
65
66 67