AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 6.06%
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
1651
$3K ﹤0.01%
117
+105
1652
$3K ﹤0.01%
62
1653
$3K ﹤0.01%
200
-1,700
1654
$2K ﹤0.01%
18
1655
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25
-75
1656
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11
1657
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50
1658
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97
1659
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62
+1
1660
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+10
1661
$2K ﹤0.01%
100
1662
$2K ﹤0.01%
78
1663
$2K ﹤0.01%
210
1664
$2K ﹤0.01%
11
-22
1665
$2K ﹤0.01%
176
1666
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38
1667
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42
1668
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106
1669
$2K ﹤0.01%
6
1670
$2K ﹤0.01%
18
1671
$2K ﹤0.01%
+75
1672
$2K ﹤0.01%
56
1673
$2K ﹤0.01%
47
1674
$2K ﹤0.01%
26
1675
$2K ﹤0.01%
30