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
1601
$4K ﹤0.01%
250
-900
1602
$4K ﹤0.01%
+100
1603
$4K ﹤0.01%
70
-30
1604
$4K ﹤0.01%
1,100
1605
$4K ﹤0.01%
206
1606
$4K ﹤0.01%
54
1607
$4K ﹤0.01%
+310
1608
$4K ﹤0.01%
+285
1609
$3K ﹤0.01%
+100
1610
$3K ﹤0.01%
141
1611
$3K ﹤0.01%
100
1612
$3K ﹤0.01%
53
1613
$3K ﹤0.01%
66
1614
$3K ﹤0.01%
10
+9
1615
$3K ﹤0.01%
111
1616
$3K ﹤0.01%
16
1617
$3K ﹤0.01%
100
1618
$3K ﹤0.01%
204
-566
1619
$3K ﹤0.01%
206
1620
$3K ﹤0.01%
80
1621
$3K ﹤0.01%
109
+23
1622
$3K ﹤0.01%
+500
1623
$3K ﹤0.01%
200
1624
$3K ﹤0.01%
+98
1625
$3K ﹤0.01%
+200